Services

At Portum Private Wealth®, we develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation is a tax-effective way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Both you and your employer can contribute money into your account, which will attract investment earnings that are taxed at concessional rates. There are various types of contributions you can make which have different tax concessions and contribution caps that you should be aware of to avoid penalties.

Getting advice on how to make the most of the tax concessions in superannuation can help boost your retirement savings and reduce the amount of tax you pay.

Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance.

An accident, sickness or death almost always has a significant impact on the financial circumstances of a family or a business.

Having the right insurances in place can help protect your family and your income if the unexpected occurs. For small business owners you may also need to consider the risks of not having a succession plan in place should you suffer an insurable event.

Keeping track of the cashflow position can be a difficult tasks at times, however having a strategy in places to build wealth and reduce debt can help to keep spending habits in control.

Having a debt management plan in place and understanding the difference between good and bad debt could help you make better financial decisions.

Knowing how to manage your debt can help you take control of your financial future and manage your cashflow.

Retirement means different things to different people. For some, traveling around in Australia in a caravan is a life-long dream but for others flying at the pointy end of the plane and staying in 5-star hotels around the world is more how they see life after work. Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals.

We all have different ideas of what the second half of our lives looks like and that’s why planning for your retirement is so important.

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you.

You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

More than just a Will, estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. We help to make navigating aged care easier for you and your family.

The financial issues of aged care are complex and you need to obtain an accurate understanding of the facts as they apply to you and your unique needs. Just getting a basic understanding of what forms to complete, when to complete them and where to send them can be a difficult path the navigate.

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In 15 minutes we can get to know you – your situation, goals and needs to see if we are the right fit to help you reach your potential.