Financial planning, Superannuation and personal insurance

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:

  • strategic advice preparation
  • individually designed investment portfolios
  • life, trauma and permanent disability (TPD), income protection insurances
  • superannuation structuring
  • retirement planning
  • estate planning.

 

KFA holds its own financial services license with no alignment to any bank or financial institution. This allows greater alternatives in your portfolio construction.

With offices in South Perth and Albany we provide accounting, business and financial services to clients in metropolitan, regional and remote areas across WA. Call our central number (08)64360900

 

Request a Consultation

Book a free no obligation financial planning/SMSF/personal insurance consultation with Knight Financial Advisors.

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