A portfolio roadmap built around your income, tax, and goals.
We don’t recommend properties in isolation. Every acquisition fits within a portfolio strategy that’s been modelled for your specific tax position, borrowing trajectory, and wealth goals.
What Wealth Advisory includes
Comprehensive assessment
Income, tax position, equity, existing assets, risk tolerance, and timeline — all factored into your strategy.
Cash flow modelling
Projected impact of each acquisition before you commit.
Acquisition sequencing
Properties sequenced for maximum tax benefit and long-term compounding.
Annual reviews
Your strategy evolves as your circumstances change. Equity monitoring and refinancing strategy included.
The process
Comprehensive Assessment
Comprehensive assessment of your income, tax position, equity, existing assets, risk tolerance, and timeline.
Portfolio Roadmap
We build a portfolio roadmap that sequences acquisitions for maximum tax benefit and long-term compounding.
Cash Flow Modelling
Cash flow modelling shows you the projected impact of each acquisition before you commit.
Ongoing Reviews
Annual reviews and equity monitoring ensure your strategy evolves as your circumstances change.
What is Liviti’s wealth advisory service?
Liviti’s wealth advisory service builds property portfolio roadmaps around income, tax position, equity, and goals. Cash flow modelling, risk screening, acquisition sequencing, and annual reviews. A long-term advisory relationship, not a one-off transaction.
Frequently asked questions
Liviti provides property investment advisory, not personal financial advice. Liviti coordinates with your accountant, financial adviser, and solicitor to ensure alignment.
Annual reviews as standard, with ad-hoc check-ins when significant opportunities or market changes arise. Liviti monitors equity and lending conditions continuously.