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For financial planning, superannuation, including wrap accounts and self-managed super funds and personal insurance we are pleased to refer to our joint-venture partner Knight Financial Advisors.
Our joint-venture partnership is conducted as a collaboration of experts, with one objective in mind: YOUR BEST INTERESTS.
The great benefit to you is that you have a firm of Chartered Accountants concentrating on what we do best: accounting, tax and business advice, working collaboratively with financial planning experts. Our arrangement ensures you get the most appropriate, financial advice from qualified industry leaders.
KFA certified Financial Planners work with you, in consultation with Porters, to develop financial plans that align with your goals, your level of understanding of investment, and agreed investment risk, suitable for your financial situation.
Through our partnership arrangement you can expect to receive relevant and appropriate advice from qualified professionals.
Advice may include:
KFA holds its own financial services license with no alignment to any bank or financial institution. This allows greater alternatives in your portfolio construction.
Book a free no obligation financial planning/SMSF/personal insurance consultation with Knight Financial Advisors.