Wealth Management, Personal Insurance & Superannuation
Porters refer to joint venture partner Knight Financial Advisors for financial planning services and Self Managed Super Funds. They are industry experts and are holders of their own financial services license with no alignment to any bank or financial institution. The directors of Knight are CFP's (Certified Financial Planners) which puts them at the pinnacle of the professional from the perspective of formal qualifications.
This planning service is very effective because it is conducted as a collaboration of experts with one objective in mind: YOUR BEST INTERESTS. We have a relationship of inter-dependency based around your needs. The great benefit to you is that you have a firm of CPA's concentrating on what we do best: accounting, tax, business and strategic advice plus you have financial planning experts looking after and helping you build your wealth.
Knight provide high quality financial advice. They work with you (and in consultation with us) to help you develop financial plans that align with your life goals and objectives. Their team's expert advice covers:
- strategic advice preparation
- individually designed investment portfolios
- life and income protection insurances
- superannuation structuring
- retirement planning and
- estate planning.
If you would like further information on Knight please visit their website
If you would like to discuss how you might benefit from these services, please call Simon Terry on (08) 6436 0900.