Portside Associates

Make your money work for you

Building wealth shouldn’t be complicated. It should be empowering. At Portside Associates, we simplify key financial concepts and strategies, helping you take control of your investments, maximise your savings, and plan for a future of financial security.

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Who we are

Many Australians feel like they’re falling behind financially, uncertain about retirement, and overwhelmed by tax and superannuation. You’re not alone.

At Portside Associates, we demystify the complexities of wealth-building, providing insights, strategies, and a roadmap to help you confidently manage your financial future. We don’t offer financial advice—we offer knowledge, clarity, and the right connections to help you take proactive steps toward financial freedom.

What we do

Understanding financial strategies can be daunting, so we make learning simple. Our structured three-step process introduces key wealth-building concepts at a pace that suits you:

Initial discussion

A phone consultation to assess your financial position and introduce you to the strategies that can transform your future.

Strategy session

A deep dive into retirement investment structures, including modelling potential outcomes to help you visualise your financial possibilities.

Professional connections

If you're ready to act, we connect you with our trusted network of industry experts to help implement your new strategy.

We are not financial planners and do not provide direct financial advice. Instead, we guide you through financial education, helping you recognise how habits and behaviours influence outcomes. Armed with this knowledge, you can make informed decisions and take charge of your financial future.

Our process

Success in wealth-building isn’t just about what you know—it’s about who you know.

With years of industry experience, we’ve built a network of top-tier professionals who are skilled, trustworthy, and dedicated to helping you achieve your financial goals.

Once you complete our investment tutorial and decide to move forward, we introduce you to our exclusive network—connections that would otherwise be difficult to access. These independent experts will help you implement key aspects of your strategy, ensuring you have the right guidance every step of the way.

Our support doesn’t end there. We stay informed about financial policy changes and emerging opportunities, keeping you updated so you can continue growing your wealth overtime. Portside Associates is here to support your journey—now and into the future.

Kind words

Portside Associates have been of great help to us. My partner and I through discussion and guidance from them, we were able to achieve a good start towards our financial goals. We now have investments that we thought were out of reach, but Money Australia has given us a vision and a future to make this possible. Thankyou.

Jane Howell

Thank you very much for helping and guiding us through the process of buying our investment property in Como, we never thought it could be so easy. Your education and guidance was greatly appreciated, Thank you.

Willy & Joylene

Through discussion and guidance, we were able to achieve a good start towards our financial goals. We now have investments that we thought were out of reach, but Portside has given us a vision and a future to make this possible.

Kim & Lisa