- Financial Planning
We can provide a total financial solution, or alternatively, advice can be limited to a particular service or situation. - Self Managed Super Funds (SMSFs)
Portfolio Managers specialises in advising trustees of SMSFs. - Investment Advice
Our investment recommendations are firmly based on independent research information. - Retirement Planning
Most people place a heavy reliance on the Superannuation Guarantee but, this may not provide sufficient income in retirement. - Insurance Advice
Many people readily recognise the need to insure their cars and homes, but neglect to insure their most valuable asset – their lives.
Welcome to
Portfolio Managers
Portfolio Managers is a boutique, independently owned financial planning firm based in Melbourne with expertise in self managed super funds (smsfs) and retirement planning.
Our team of financial advisers can help you achieve your financial goals through effective wealth management. Our emphasis is in getting the strategy right – not selling financial products.
"Helping you achieve your financial goals."
