Advisor Dashboard
Portfolio health, client management, and insights
Total AUM
$8.7M
Aggregate Net Worth
$3.0M
Avg Health Score
67
Active Clients
7
Action Items
4LVR exceeded 80% on Smith Family Trust
James Smith / Smith Family Trust
Cashflow turned negative this month
Tom Williams / Williams Growth
Milestone: Ready for next acquisition
Alice Jones / Personal Growth
Snapshot 45 days old, data may be stale
Karen Brown / Brown Family
Portfolio Health Distribution
Across 12 portfolios
Portfolio Types
Ownership structure breakdown
Client Equity vs Debt
Top clients by portfolio size
- Equity
- Debt
All Portfolios
12 totalSignificant Events
2 overdueRental Review - 5 River Ln
Rental review overdue. Current rent $410/wk. Adelaide market has tightened. Push for $440-450/wk.
Pre-Approval Expiry
NAB pre-approval of $480k expires. Client is actively searching. Urgent: renew or extend before it lapses.
Rental Review - 123 Main St
Annual rental review due. Current rent $650/wk. Market comparable suggests $680-700/wk. Coordinate with property manager.
Annual Strategy Review
Annual strategy review meeting. Review portfolio performance, rebalance if needed, discuss next acquisition timeline.
Fixed Rate Expiry - CBA Loan
CBA fixed rate of 5.49% expires. Current variable rate is 6.2%. Review refinance options or negotiate retention rate.
Settlement - 22 Elm Cres
Settlement for Logan property. Ensure finance is unconditional, building & pest complete, and insurance arranged.
Insurance Renewal - 45 High St
Landlord insurance renewal. Current premium $1,500/yr. Get 3 competitive quotes before renewal date.
Valuation Due - 12 Oak Ave
Bank valuation required for refinance. Order valuation 2 weeks prior. Last valuation was $440k, expecting $480k+.
Upcoming Milestones
Fixed rate expiring on CBA loan
Annual portfolio review due
Insurance renewal
Recent Activity
Property valuation updated
Personal GrowthLoan rate changed to 6.2%
Smith Family TrustNew property added
Davis GrowthGoal progress updated
Alice & Bob Joint