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 trusted partner, Dover Financial Advisers, 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

Marshall Porter Advisory Pty Ltd is an authorised representative of Dover Financial Advisers, AFSL 307 248 for self-managed superannuation advice.

Other licensed financial planning services offered on a referral basis to Dover.

 

FINANCIAL SERVICES GUIDE

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.

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