Our Advice Philosophy

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.

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

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

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

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.