Financial Advice

We work to be everything the financial planning industry is not. Fiercely protective of our clients’ best interests we are a no-commission firm providing guidance to our clients through wise, no nonsense, wealth accumulation strategies.

Whatever stage in life you are up to we can help you find a pathway to a better place. Whether it is the merits of a self-managed superannuation structure or ‘tough love’ on budgeting and personal debt priorities or maybe considering a property investment. We will provide the insight and guidance you seek.

Together with our licensed partner, Rimbal Investment Services, we work with our clients in many ways:

Self-managed
Super Advice

  • Is a SMSF right for me?
  • Establishing and running a SMSF
  • Exploiting the flexibility and cost advantages
  • Estate planning and insurance ideas

PROPERTY
INVESTMENT

  • ‘Promoters’ not welcome
  • Sensible property portfolios
  • Smart investment structures

Portfolio advice
& debt reduction

  • Strategies to save and pay off debt
  • No nonsense investing
  • Affordable insurance choices
  • Centrelink support
  • Commissions fully rebated

Advice in your interests, not ours

Shaun Porter (AR 1245991) and Marshall Porter Advisory Pty Ltd (AR 1245992) are Authorised Representatives of Rimbal Investment Services AFSL 472548

 

Running your own business and looking for more direction and support?
We also offer a range of business advisory solutions to release time and help you succeed.