Port Financial provides limited tax advice but works closely with and shares an office with a very competent accountant. Ensuring we have the right wealth protection strategies in place is paramount to the financial planning process. We can help you save thousands of dollars through tax effective Salary Packaging strategies.
Seeking the advice of an experienced financial planner can save you a lot of time and money. We establish a long term plan of action to achieve your goals, with specific actions that can be implemented today. Since 2001 We have been helping medical and dental professionals grow, manage and protect their wealth.
Seeking the advice of an experienced financial planner can save you a lot of time and money. We establish a long term plan of action to achieve your goals, with specific actions that can be implemented today. Since 2001 We have been helping medical and dental professionals grow, manage and protect their wealth.
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Richard has had over 20 years' experience in the finance industry in share broking, financial planning as well as senior company management roles. He specialises in advising medical and dental doctors on matters such as salary packaging, superannuation, investments, personal insurances, purchasing a house, finance structuring, cash flow management and practice management issues.
Superannuation is constantly changing in Australia, becoming more complex and yet more important than ever. Working out how much you need to contribute over your working life to achieve your desired retirement outcomes. Taking advantages of the various concessions and tax advantages that exist such as salary sacrificing and contribution strategies.
Since 2001 We have been helping medical and dental professionals grow, manage and protect their wealth. We understand how different government regulations, as well as taxation and accounting matters, impact doctors and dentists. In fact, our knowledge and skills in this area are unsurpassed in Australia.
Salary Packaging, also known as salary sacrifice, is when you use part of your income to pay for certain expenses in pre-tax dollars. This can help you maximize your disposal income and reduce your overall tax bill, which is a great thing, no matter what your income level. Sacrificing pre-tax dollars into superannuation can make a significant difference to your retirement income for a relatively small cost.
At Port Financial our strategy involves establishing a long term plan of action to achieve your goals, with specific actions that can be implemented today. We begin the strategy planning process by examining your current financial status and helping you set and prioritize your goals. Once we understand your goals, the associated timeframe and assets available, we research and then document our recommendations into your strategic financial plan.
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