Use cases · Financial Portfolio

Keep every property connected to its real paperwork.

Multiple properties mean multiple loans, policies, providers and owners. A property list alone will not show the whole position.

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Property records

A property. Its loan. The full context.Financial Portfolio · Record-keeping tools

A connected picture

Keep each home and its loan together.

Record each property once, then connect its owners, mortgage, policy and latest source documents without losing the wider view.

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1Property2Owners3Mortgage

FINANCIAL PORTFOLIO

AlexSam

Family home

MortgagePolicyDocuments

A clearer way forward

Make the information useful.

Keep the next step small enough to take, and clear enough to explain.

Financial Portfolio editorial team
Australian record-keeping context
Updated 7 October 2026

A practical workflow

Create a record for each property. Add the people or entities who own it, connect any related mortgage and record the latest value and loan balance with their as-at dates. Keep relevant policies, rates, maintenance and documents near the property record. Then review the dashboard for the broader picture. Financial Portfolio does not estimate stamp duty, land tax or capital gains tax and does not automatically update property values.

From scattered to connected

A manageable way to begin.

Build the picture gradually, using the records you maintain.

Record each property once

Keep the dated value and supporting source with the property record.

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Add its loan separately

Record the outstanding balance, borrowers and connection to the asset.

Explore liabilities ↗

Keep the owners clear

Connect people or entities without treating recorded percentages as proof of legal title.

Explore people & ownership ↗

Ready to take control?

Start your financial journey today

Join Financial Portfolio and experience a simpler, more organised way to manage what matters most.

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How do I track an investment property and mortgage together?

Keep the property as an asset and its mortgage as a linked liability, with owners and borrowers recorded separately.

Can I compare equity across properties?

You can calculate a simple value-minus-related-debt figure per property, but sale costs, tax and ownership complexity need separate treatment.

Do property rules work the same in every Australian state?

No. Taxes, duties and other legal rules can vary across NSW, VIC, QLD, SA, WA, TAS, ACT and NT. This page does not calculate them.

Start with what you have

Bring your financial life into focus.

You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.

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