02 9239 9333
info@portumwealth.com.au
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Our Advice Philosophy

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Our Advice Philosophy
Holistic financial advice is more than just dollars and cents. At Portum Private Wealth®, we want to understand what are the driving forces behind your goals and objectives so that we can develop a plan that goes further than simply managing your wealth. To do this we break down your life’s journey in to four key areas:

Lifestyle. Passion. Growth. Legacy.

Lifestyle.
What life do you see for yourself in the future? What goals do you want to achieve in the short/medium/long term? 

Passion.
What are your passions? What do you want to spend more time on? Who do you want to spend more time with?

Growth.
What excites you? What do you want to learn more about? What skills would you like to explore now/in retirement?

Legacy.
What do you want to leave behind when it’s all said and done?

By exploring these areas with you, we can work together effectively to develop not just a financial plan but a roadmap for your future.

Get in Touch
Call 02 9239 9333
Our Locations

Level 9, 20 Martin Place
SYDNEY NSW 2000
Gateway 1a, 1 Mona Vale Road MONA VALE NSW 2103
Mailing Address

PO Box R536, Royal Exchange NSW 1225
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Portum Private Wealth Pty Limited ABN 21 118 533 645 is a Corporate Authorised Representative of AdviceIQ Partners Pty Ltd ABN 95 134 016 210 AFS Licence 332 957. The Portum Private Wealth® logo and words “Portum” and “Portum Private Wealth“ are registered trade marks.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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