Navigating your financial future can feel overwhelming, especially when it’s hard to know if your money is working in line with your values.
That’s where we come in – your financial planning partners
We help you make informed, values-driven financial planning decisions that not only secure your financial future but align with what truly matters to you.
Is it time to take control of your financial future?
Our focus on ethical investing means you can trust that your investments create a positive impact without compromising your long-term goals.
For young adults building their financial base
For families navigating new responsibilities and planning for the future
For individuals preparing for retirement and ensuring financial security
For retirees managing their wealth and planning their legacy
We work with you to bring clarity to your financial goals, empowering you to make confident, purpose-driven decisions. More than just managing wealth, we guide you through life’s financial challenges with expertise, integrity, and care.
Tailored investment strategies with a focus on ethical and sustainable options
Maximising superannuation growth and making informed choices
Creating a strategy for a comfortable and secure retirement
Protecting your future with personalised insurance solutions
Ensuring your assets are distributed according to your wishes
Guidance on managing your own superannuation with confidence
Efficient management of your investment portfolios to meet long-term goals
Leaving a meaningful legacy while managing wealth distribution
It can be difficult to ensure your investments align with your values while still achieving your financial goals.
Ethical investing solves this by allowing you to grow your wealth while making a positive impact on the world around you. Our approach helps you invest with confidence, knowing your choices support both your future and the future of the planet.
We provide transparent, ethical options tailored to your goals, so you can invest in what matters, today and tomorrow.
Portside Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 001312634) and Dyanne Prinsen is an Authorised Representative (No. 000330177) of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL 380552.
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