Having a quality wealth management team behind you provides the confidence that you will reach your financial goals

Many of us will reach our financial destination and realise that the road to financial independence could have been less bumpy and a lot more rewarding had we sought the right advice.

Life is hectic, and most of us don’t have the time or the resources to fully educate ourselves and explore all the options available to us in order to make prudent financial decisions.

Financial Life Phases

Singles and Young families

You have moved into a phase of taking responsibility for your financial future.

Wealth Building

We all understand how busy life can be juggling career, active social life and maybe investing in your first property.

Pre Retirees

Your children are grown up and have most likely started their own lives and families, plus your work is winding down.

Retirees

You’ve stopped work altogether, or you may be working part time to keep yourself active.

Our Services

What is Financial Advice?

Financial Advice can be anything from a detailed retirement plan to a 1 hour chat to ensure you are on the right track. This all depends on your present situation and factors such as your age, family status, your income and your assets all contribute towards forming what financial advice will be to you. The first step is to contact us here at Port Phillip Financial and we can help you establish exactly what you require.

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Superannuation

The Australian superannuation system is one of the best retirement saving schemes in the world and should not be taken for granted. However, it can be quite a complicated area when each year various governments tinker with the superannuation laws in their annual budgets.
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SMSF

Self managed super has been a popular way for investors to gain better control over their retirement savings and in some cases, reduce fees. At Port Phillip Financial, we can help organise and manage existing funds to help you get the most out of your savings.

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Investing

A great way to secure your financial future is to start setting aside any excess money that you earn. Whilst it may not feel like much at first, small contributions into an investment account can add up to large sums of money over time. At Port Phillip Financial, we can help you budget to set aside excess earnings and set up an investment account to make you money work harder for you to realise your short and long term goals.

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Retirement Planning

It is never too early or too late to start planning for retirement, it is just as important for a young couple in their twenty’s as it is for someone within years of leaving the workforce. At Port Phillip Financial, we encourage people of all ages to think about their retirement, what does it look like too you? What kind of lifestyle are you expecting? It is these questions that will help us create a plan with you, to give you the best possible chance of retiring when and how you want after work.

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Estate Planning

Passing on our legacy to those closest to us is something everyone must consider at some stage in life. Whether you have a large portfolio of assets, or several items of high emotional value, we are here to help you establish a strategy to ensure tax effective transition of your resources to the next generation.

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Aged Care

Aged care can be an extremely complex field to navigate and it can often be difficult to broach the subject with loved ones. Each person’s situation is different and an aged care related financial plan will take into account these circumstances to help you ensure that the best outcome is reached for your parent or grandparent.
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Who We Are

Port Phillip Financial Services is a wealth advice firm providing professional and personalised guidance to clients in both ongoing and once off situations. Our clients will always experience the very best in financial knowledge and customer service.

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Angela Pollard

Wealth Manager and Chartered Accountant.

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Jennie Weight

Wealth Manager.

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Get In Touch With Us

If you have any questions or would like to know more about our services please don't hesitate to get in touch.

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A 1/73 Canadian Bay Rd, Mount Eliza VIC 3930 
E advisor@portphillipgroup.com.au
P (
03) 8790 7700

Copyright © 2019, Port Phillip Financial All rights reserved.

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03 8790 7700Level 1, 73 Canadian Bay RD
Mount Eliza, VIC, 3930