Our Company

Company Profile Portfolio Managers Pty. Ltd. was established in 1994 and is a boutique wealth management and advisory firm that helps its clients’ achieve their financial goals through the proper management of their financial resources, with particular expertise in self-managed superannuation funds and wealth creation strategies. Portfolio Managers provides a fee for service operation. It is wholly owned by its advisers and staff and has no affiliation to any other organisation that could be expected to influence the advice given. Portfolio Managers therefore operates without any conflicts of interest that might arise from associations or relationships with issuers of financial products. This lack of any potential conflicts of interest is considered fundamental to our investment philosophy and to the delivery of the optimum outcome for our clients. All of our Financial Advisers are members of the Financial Planning Association of Australia (“FPA”) and have a professional grounding in accounting, law, economics or finance. All are thoroughly and continuously trained and updated on any developments or legislative changes in taxation, superannuation and social security. Clients can have confidence in the advice provided by their adviser, as they must meet the high professional and ethical standards set by the FPA. Our Mission To be the leading independent provider of wealth management services by delivering innovative and unbiased financial solutions to our clients that assist them in achieving their goals, so that we can also achieve financial success and enjoyable and fulfilling careers.