About Us

About Us

Experience. Diligence. Truth.

Who we are

Portum Private Wealth® is a Christian financial & investment advice firm providing honest advice on which our clients can rely.  Since 2006 our company has been helping our clients meet their financial goals so that they and their families can get on with life.

We identified a need in the market for private investors seeking straight-forward advice that reduces complexity and gives peace of mind that they are on the right track.

Too often we have seen people over-complicate their affairs or who are simply too afraid to reach out for help. Frequently this is due to lack of a clear understanding of their financial affairs, future intentions, or of the options available to them.

We combine our team’s decades of experience in finance, law, investment banking and wealth management to simplify the complex and provide advice that you can trust.

The word “Portum” means a port or safe harbour, which reflects our clients seeing us as a safe port where comfort can be taken from working with trusted advisers.

Our Approach

Complex made simple

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You are unique

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Straight forward fees

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Complex made simple​

We provide you with the education you need to clearly understand your financial strategies.

You are unique​

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage of life, throughout all the challenges and victories.