A sound financial strategy provides the foundation for your future prosperity.

At Port Financial our strategy involves establishing a long term plan of action to achieve your goals, with specific actions that can be implemented today.

Financial strategy focuses on answering the big questions such as…

  • How much money will I need to retire comfortably?
  • How can I make my retirement income last?
  • How can I save more of my income through good tax planning?
  • Is Self-Managed Superannuation a good option for me?
  • Should I be investing to fund a private school education for the kids?
  • How can I achieve home ownership?
  • How can I fund an overseas holiday every year or two?

Our Planning Process

We begin the strategy planning process by examining your current financial status and helping you set and prioritize your goals.

Once we understand your goals, the associated timeframe and assets available, we research and then document our recommendations into your strategic financial plan.

Your plan includes step-by-step actions. We help you implement these actions as well as provide regular reviews* to ensure that the strategy remains relevant to your situation.

(*regular reviews will only be provided to clients as part of an ongoing service agreement and the frequency of review will be as specified in the agreement)

A personalized strategy for each of your life goals.

If you would like to speak to a Port Financial specialist or arrange a free consultation

get in touch