Whether we are conscious of it or not, we are all on a financial ‘journey’. Many of us will reach our destination and realise that the road to financial independence could have been less bumpy and a lot more rewarding had we “known what we didn’t know” i.e. had we sought the right financial advice. Life is hectic, and most of us have neither the time, nor the resources to fully educate ourselves and explore all the financial options available to us in order to make the right financial decisions.

Sadly financial decisions are made without seeking the appropriate advice and can have irrevocable consequences. Quality, sound wealth management advice helps us take control of our financial destiny and therefore determine the lifestyle you will enjoy in the future.

At Port Phillip Financial Services we work with our clients to ensure they set out and stay on the pathway to financial security. We listen, we pride ourselves on “knowing our client” and we prioritise knowing what’s important to you.  We help build your financial road-map, tailored for your specific situation and ensure we keep you on that pathway to achieve your financial goals.