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Regularly conducting a property portfolio review is an important part of your property investment journey.

It is a good idea to start your property investment journey with a documented and detailed property wealth plan. However, to make sure the properties you hold and the strategies you have undertaken are still the most suitable for your goals, it’s important to regularly review your property portfolio, utilising our property portfolio review service.

The review of your property portfolio is conducted annually and the aim is to ensure that your goals are being achieved through your current property portfolio holdings and strategies. Often circumstances and property markets change and this must be taken into consideration to ensure that you are on track to reach financial freedom.

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