Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Experience. Diligence.
Truth.
Understanding your needs to provide advice
you can trust
you can trust
At Portum Private Wealth® we believe that our honest and transparent financial advice will allow you to simplify and improve your life.
Our advice approach focuses on three key tenets:
Experience
We deliver solutions based on decades of experience in the finance, investment banking and wealth management industries
Diligence
We attend to matters with a high level of care and attention, keeping your best interests at the forefront of our advice
Truth
We aim to provide our clients with smart solutions and the peace of mind that comes from the simplicity of truth
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
Make the most of retirement
Make the most of retirement
Whether you are:
- Starting to think about retirement planning and seeking advice on how to best prepare you and your family for the next stage of life.
- A young professional trying to get on top of the complexities of your personal finances whilst managing a time-poor lifestyle.
- In retirement and seeking advice on the ever-changing superannuation landscape and managing your access to social security benefits.
- A new family looking to get your affairs in order so you have peace of mind that you can continue to provide for your family over the long-term.
- Reaching out for help with a family member or friend suffering from a disability or evaluating aged care needs.
- Simply seeking a health check that your current strategies are effective in helping you achieve your goals.
We can provide advice that you can trust will be in your best interests.
Areas of Expertise
Using our expertise in the following areas, we will develop a Road Map to help you achieve your goals.
Strategic Advice
Every client has a unique set of circumstances that requires a tailored approach for their specific needs. We work closely with you to gain a deep understanding of your current position and what you are hoping to achieve.
Tax Planning & Structures
A strong understanding of various tax planning strategies and tax structures allows us to prepare tax-effective recommendations that help you in achieving your goals efficiently, as well as the expertise to liaise with your tax adviser to help guide you through your financial landscape.
Cashflow & Debt Management
At the centre of any successful strategy is a sound understanding of your cash inflows and outflows. Reviewing the intricacies of your cashflow position can help us work with you to build wealth tax-effectively and pay down your debt sooner
Personal Insurance
Having a wealth protection strategy helps ensure your hard work is not undone should you suffer an insurable event. We start with identifying your protection needs, then determine the gap between your ability to self-insure and your needs. This gap acts as a starting point for the cover you should hold to protect yourself and your family.
Estate Planning
While working hard to build a financial legacy, it is also important to establish an estate plan that ensures your assets and your wishes are protected when the inevitable occurs. We work with you to understand your family dynamic and help guide your discussions with legal professionals (particularly in relation to superannuation) to help ensure your estate planning needs are met.
Investment & Portfolio Management
The key to preserving and sensibly growing your investment capital is sound portfolio construction and management. At the heart of this activity is asset allocation and investment selection, driven by your risk appetite and your income and capital needs over different time horizons.
Your local financial partners
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“Let your acquaintances be many, but your advisers one in a thousand.”
— ECCLESIASTICUS 6:5-17
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