Financial Planning & Finance

As part of our commitment to providing our clients with access to a range of professional advisers and service providers, we are excited to announce the launch of our financial advisory business with Knight Financial Advisors (Knight). Porters’ joint venture with Knight allows you to access the benefits of professional planning and investment advice.

What services does Knight provide?

Knight provides high quality strategic financial and investment advice tailored to our clients’ circumstances.  We then assist our clients in acting on that advice. We work as a team - Client, Porters Accountant, Knight Wealth Planner - to develop tailored strategic plans, which align with your life goals and objectives.  The ultimate aim is to deliver financial independence.

This tailored financial advice can cover any of the following areas:

• strategic advice preparation
• individually designed investment portfolios
• life and income protection insurances
• superannuation structuring
• retirement planning
• estate planning.

What makes Knight different?

The Knight team is committed to delivering a highly personalised service. By limiting the number of clients per advisor, they are able to create enduring relationships built on trust.  This coupled with their ability to co-operate with Porters ensures that we are able to view your situation from every angle.  

Knight is privately owned providing you with the peace of mind that our advice is not driven by anything other than your unique circumstances.  They apply a fee for service model to investing which provides greater transparency and their judgment isn’t clouded by commissions. Knight truly values its ability to provide objective advice with only your best interests at heart.

Knight is fast becoming a direct equity specialist with a proven track record.  Their clients benefited from a stellar investment performance during 2009 and they were shielded from much bigger losses due to the conservative approach taken throughout the Global Financial Crisis - see below for an example.

These figures are even more impressive in light of the fact that most big name professional fund managers failed to match the indexes below.

*Returns are taken as an average of 8 Knight clients within this risk profile. Returns are quoted on client portfolios are net of fees paid

*Returns are taken as an average of 8 Knight clients within this asset class. Returns are quoted on client portfolios are net of fees paid

Knight offers a managed discretionary account service. This is exciting for clients because it:

§            enables us to act quickly when opportunities arise (potentially enhancing returns)

§            helps ease the burden of managing an investment portfolio (less paperwork)

§            provides more informative and regular reporting

Knight firmly believes in financially educating its clients.  This enables their clients to make informed decisions about their financial future.  To this end they organise regular educational seminars known as the Knight Knowledge Series.  The Knight Knowledge Series covers a range of topics that we know people worry about and would like to learn more.

In conclusion

We hope the information about Knight has been of interest to you.  Many Porters clients are already reaping the financial rewards of having their accountant, financial planner and superannuation administrator under one roof, and we invite you to do the same.

If you would like to arrange a meeting to discuss your needs, please call Joe Porter on:

(08) 6436 0900 for South Perth office

(08) 9842 2511 for Albany office.