Port Phillip Financial Services
ABN 88 085 946 032
Authorised Representative Number 253775
At Port Phillip Financial Services we provide intelligent advice to help you define your goals and understand your options. We work in partnership with individuals, families and businesses to assist them achieve their lifestyle and investment objectives. Our professional and personal approach means we develop the right financial plan for you.
Many of our clients regularly refer friends and colleagues to us. They share our philosophy that building wealth is not just about how much money you make, but how it works for you.
Our Approach
Port Phillip Financial Services provides advice, backed by the latest resources and research.
- We charge an up-front negotiated fee which means you pay only for the work we do.
- We regularly review the effectiveness of your strategy in light of your current circumstances.
- There are no hidden charges and we are not influenced by commissions.
- Our attention to detail means our advice and strategies are tailored to your individual needs, objectives, circumstances and goals.
Our Services
Port Phillip Financial Services provides the following services:
- Strategic financial planning
- Retirement and redundancy
- Wealth creation
- General investment
- Superannuation
- Gearing and tax strategies
- Estate planning
- Social security and Veterans Affairs
Port Phillip Financial Services builds consistent and ongoing relationships with clients.
Working co-operatively with you we develop a plan tailored specifically for your needs.
Eventus Wealth Management Pty Ltd ABN 62 134 958 642
Australian Financial Services Licensee & Life Insurance Broker
Licence Number 335815
