Self managed super has been a popular way for investors to gain better control over their retirement savings and in some cases, reduce fees. At Port Phillip Financial Services, we can help organise and manage existing funds to help you get the most out of your savings.

A great way to secure your financial future is to start setting aside any excess money that you earn. Whilst it may not feel like much at first, small contributions into an investment account can add up to large sums of money over time. At Port Phillip Financial Services, we can help you budget to set aside excess earnings and set up an investment account to make you money work harder for you to realise your short and long term goals.

It is never too early or too late to start planning for retirement, it is just as important for a young couple in their twenty’s as it is for someone within years of leaving the workforce. At Port Phillip Financial Services, we encourage people of all ages to think about their retirement, what does it look like too you? What kind of lifestyle are you expecting? It is these questions that will help us create a plan with you, to give you the best possible chance of retiring when and how you want after work.

Passing on our legacy to those closest to us is something everyone must consider at some stage in life. Whether you have a large portfolio of assets, or several items of high emotional value, we are here to help you establish a strategy to ensure tax effective transition of your resources to the next generation.