PATHWAY TO PROPERTY: Why every investor needs a financial health check on their portfolio

Welcome to Pathway to Property, a podcast to help everyday Australians on their property investment journey through education, real-life stories, and firsthand investing experiences.

In this episode, co-hosts Atlas Property Group director Lachlan Vidler and Luke Clifford discuss the importance of regular property portfolio reviews to keep investments aligned with goals and uncover opportunities.

The duo starts the podcast by reflecting on how quickly time passes, emphasising the need to step back from busyness to assess one’s portfolio.

They explain that portfolio reviews aren’t only about identifying problems but also key to spotting growth opportunities, encouraging a holistic approach that integrates diversification, risk management, and long-term goals.

They recommend at least annual reviews, with the potential for more frequent assessments based on individual circumstances, emphasising the importance of financial reviews to uncover savings on interest rates, management fees, and depreciation.

The duo also recommends investors sit with their expert teams and review their strategies, as experts help optimise their investments, cautioning against complacency, urging investors to address underperforming assets and weigh opportunity costs.