PortfolioLogic™ · Portfolio strategy
Don’t just buy a property.
Build a portfolio.
PortfolioLogic™ is our bespoke strategy service for buyers playing the long game. Before you buy, we look at your whole financial position, have an accountant partner help you choose the right ownership structure, and build a 10+ year property roadmap. You also get your own live portfolio dashboard, yours to keep. Everything in BuildCare™ is included.
Get started$3,000, agreed upfront. Everything in BuildCare™ included.
what your
PortfolioLogic™
package
looks like
One good purchase is a checkers move. A portfolio is chess: the property you buy now should set up the one you buy next. Most buyers only ever look at the property in front of them.
PortfolioLogic™ looks at how each purchase fits your full wealth position: your income, your existing holdings, how you own them and where you want to be in ten years. Then we build the plan and find the property that fits it.
Step One
Your full picture
We start with a deep dive into your goals, income, existing property, borrowing
position and timeline. This becomes the brief for everything that follows.
What you get
A strategy built around you, not a single deal.
Step two
The right structure, before you buy
You sit down with one of our trusted, independent accountant partners for a structural advisory session. Personal name, trust, company or SMSF: the right
ownership structure is decided before the strategy is locked in, not after the contract is signed.
What you get
No expensive restructuring later.
Step three
Modelling and your roadmap
Boyd Buffier, our Director of Property and Real Estate, leads the modelling across your existing and future holdings, using the same PropertyLogic™ intelligence we sell to developers and sophisticated investors. The result is a bespoke property roadmap covering the next ten years and beyond.
What you get
A clear plan for what to buy, where, and in what order.
Step FOUR
Walkthrough and your dashboard
Boyd walks you through every finding and recommendation. We also set up your personalised portfolio dashboard, which tracks your assets, expenses, equity and growth in real time. It’s yours for life.
What you get
A strategy you understand, and a way to see it working.
Step FIVE
Buy with BuildCare™, then keep reviewing
When you’re ready to buy, everything in BuildCare™ is included: contract review, build tracking, independent inspections and handover. If the right property isn’t in our catalogue, our team can search nationwide to find it. After settlement, we review your portfolio every six months to line up the next move.
What you get
One team from strategy to keys, and beyond.
What’s included
Everything in BuildCare™
Free contract review, build tracking, independent inspections, handover and
6-monthly reviews.
Accountant structural session
Time with an independent accountant partner to choose the right ownership
structure before you buy.
Full financial modelling
Across your existing and future holdings, built on PropertyLogic™ intelligence.
10+ year property roadmap
A bespoke plan for what to buy, where and when.
Your portfolio dashboard
Live tracking of your assets, expenses, equity and growth. Yours for life.
Guided walkthrough
Boyd steps you through every finding and recommendation.
Who it’s for
Buyers planning more than one property. Investors weighing up several new-build pathways as part of a longer game. Anyone who wants the ownership structure right from day one, including those considering a trust, company or SMSF. If you’re ready to commit to a plan before you buy, this is for you.
One fee, agreed upfront
PortfolioLogic™ is $3,000. The fee reflects the depth of the bespoke work involved,
from the accountant session to the modelling, roadmap and dashboard. Everything in
BuildCare™ is included at no extra cost.
Already completed PropertyLogic™? We’ll refund 50% ($1,500) of your
PortfolioLogic™ fee when you buy through us.
BuildCare™
Free, and included whenever you buy through us. Our new-build concierge from shortlist to keys.
PortfolioLogic™
BuildCare™ plus a full portfolio strategy: structure, modelling, roadmap and dashboard.
PropertyLogic™
Standalone market research for micro-developers and sophisticated investors, not tied to buying through us.
FAQs
It’s our bespoke portfolio strategy service. It includes everything in BuildCare™, plus
an accountant structural session, full financial modelling across your holdings, a 10+
year property roadmap, a guided walkthrough and your own live portfolio dashboard.
BuildCare™ is free because builders and developers pay us when a client buys, and
that’s still the case when you buy through PortfolioLogic™. The $3,000 covers the
extra bespoke work only: the accountant session, the modelling, the roadmap and
the dashboard. You still pay the builder’s published price, with no mark-up.
No. Your research carries straight into your strategy, and we’ll refund 50% ($1,500) of
your PortfolioLogic™ fee when you buy through us.
One of our trusted, independent accountant partners. They provide the structural
advice directly, so the right ownership structure is set before your strategy is locked
in.
Our roadmap and modelling are property strategy and research. Advice on ownership
structure comes from the accountant partner, and your broker handles your finance.
We’ll always point you to the right professional for the question.
It’s yours for life. It keeps tracking your assets, expenses, equity and growth, and it
anchors your 6-monthly reviews with us.
Our team can run a nationwide Property Search to find it, and you still get full
BuildCare™ support through to handover.
Play the long game, with a plan.
Tell us where you want to be in ten years, and we’ll build the roadmap to get there.
