// setcookie('visited', 'true', time() + 365 * 24 * 60 * 60, "/");

Build the portfolio
of tomorrow.

Are you a
first time investor?

Taking the first step into property investment can be both exciting and daunting. Whether you’re unsure how to begin, what to buy, or how to structure it all. At Follio, we provide comprehensive guidance and support from the outset.

We start by understanding your goals, no matter how big or small. From there, we build a personalised investment strategy and roadmap that considers your finances, risk profile and timeline. Whether you’re using equity in your home, or starting out with savings, we help you shape your portfolio for the future and work with you throughout your entire property journey.

I am a first time investor

Are you a
portfolio builder?

If you already own one or more investment properties, you’re not starting from scratch. However, you may have hit a ceiling, plateaued in growth or simply need someone to manage your portfolio. Building a portfolio can be complex and requires a lot of time and effort to ensure you’re on the right track. At Follio, we review your existing portfolio’s performance, location, cash flow, and lending structure to identify inefficiencies and opportunities. We then develop a strategic plan to sustainably scale your portfolio, with the right structure, finance approach and property types to hit your long-term goals.

I am a portfolio builder
Our services

How we help you build your portfolio.

Our team is dedicated to helping build and manage successful portfolio across Australia, working to create long-term wealth throughout your entire property journey.

01

Property advice & strategy

Tailored investment strategies built around your goals, risk profile and timeline. Designed to support and evolve through your entire property journey.

02

Property research & analysis

Access to leading property data and analytics to help you make informed decisions.

03

Buyers agency

We do the heavy lifting to secure your investment property. From sourcing, property audits, price analysis, and negotiations through our qualified local buyers agents.

04

Portfolio evaluations

An annual health check of your portfolio, providing an opportunity to assess progress, identify gaps and opportunities to optimise your investments.

Our process

How we help you build your portfolio.

Discovery call

Understand where you are and where you want to go in your investment journey.

Strategy session

A personalised portfolio and acquisition acquisition strategy.

Search & acquisition

We strategically source, assess and secure your investment property.

Support & growth

Ongoing guidance to manage, review and grow your portfolio with the help of PropStac.

Our research

Every strategy is backed by research.

Coming Soon

What we track

What we track

Our research team tracks the data that matters the most. We assess; macroeconomic indicators, housing supply and demand, vacancy rates, rental yield, population growth, infrastructure projects, employment trends and much more. By monitoring these key indicators across Australia’s core market and suburbs, we identify opportunities that align with your long-term goal.

How and why we do it

How and why we do it

From your first purchase to portfolio expansion, every recommendation we make is backed by research. Led by our Chief Economist, our in-house research team ensures every client strategy is informed by the latest market insights and macroeconomic trends. Our research is not just for us. We share our insight with clients at every stage, so you’re empowered, informed, and confident in every step of the journey.