Financial Planning

The term “financial planning” means a different things to different people. To us, it means helping you achieve your financial goals through the proper management of financial resources. We do that by helping you make wise financial decisions.

Our advisers work with you to develop and implement a comprehensive financial strategy, assisting you to maintain - and grow - your wealth. We believe that with the right financial strategies you can live a life with greater freedom and choice allowing you to focus on what you love and not your finances.

We acknowledge that each and every one of our clients has individual and specific requirements. Some of our clients are already financially successful and simply wish to protect and preserve what they have. Others are seeking to grow their wealth. As a result, each client receives a tailored and unique service designed to ensure that his or her expectations are met and exceeded.

We can provide a total financial solution, or alternatively, advice can be limited to a particular service or situation.

Our Ongoing Service Program

Change is one of the few constants in the investment environment. Investment conditions, taxation, superannuation and social security regulations are constantly changing and all can have a significant impact on the suitability of your investment portfolio. This makes ongoing advice essential to ensure that the plan you have put in place is achieving your objectives and continues to remain relevant to your circumstances.

At Portfolio Managers Pty. Ltd. we are committed to providing ongoing care to our clients and offer two alternative levels of ongoing service.

Portfolio Monitoring Service
The first of these is our ongoing monitoring, reporting and advisory service, Portfolio Monitoring Service (“PMS”). As part of this service, we seek to work together with you over the years to ensure that your investments continue to meet your requirements and changing financial circumstances.

Contact us for more information.

Annual Review
The alternative is for us to meet annually or at such other time that you decide. These meetings enable us to address both strategic and investment issues.