Strategy Snapshot
Portfolio Strategy Review — Sample
Prepared for: Example Investor
Prepared by: Portfolio Foundations
Current portfolio summary
Portfolio value
$1.94mest.
Total debt
$1.24mest.
Equity
$700kest.
LVR
63.9%est.
Strategy scenario being modelled
Current path vs strategy path
Modelled planning estimates based on assumptions entered.
Estimated impact cards
Equity (10 yr)
+$300k est.
Debt (10 yr)
+$180k est.
LVR (10 yr)
−2.8 pts est.
Modelled cash flow
+$84 /wk est.
Buying power assumptions
May improve subject to lender assessment
Planning notes
- Holding costs may apply during renovation and transition periods.
- Selling costs and any CGT outcomes may apply depending on ownership context.
- Interest rate, rent and vacancy assumptions can materially change estimated outcomes.
Questions to confirm with broker/lender/accountant
- Confirm serviceability assumptions with your broker or lender.
- Confirm tax treatment assumptions with your accountant.
- Confirm legal or structuring considerations with your licensed adviser.
Sample/demo data only. Portfolio Foundations provides modelled planning estimates based on the assumptions entered. It does not provide financial advice, tax advice, legal advice, credit advice, lending advice, lending approval, investment recommendations, or a recommendation to buy, sell, hold, renovate, refinance, develop or acquire property. Confirm relevant matters with a qualified professional such as your broker, accountant, solicitor, financial adviser or lender.