Portfolio Planners in Brighton, Victoria, Australia | Financial planner

Portfolio Planners

Locality: Brighton, Victoria, Australia

Phone: +61 3 9686 9686

Address: Level 1 250 Bay Street 3186 Brighton, VIC, Australia

Website: http://www.portfolioplanners.com.au

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• Investing service
• Financial planner

24.01.2022 Talking about aged care with your loved ones doesn't have to be difficult. Read Prue's story to see how her family were able to navigate through the aged care options with the help of their financial adviser. Contact Portfolio Planners if you would like more information or would like to discuss aged care further.

09.01.2022 Be vigilant Protect your Personal Information Please be aware that an automated telephone scam falsely stating to be the ATO is doing the rounds again. This week we received this call and below are the signs to look out for:... 1. It is a voice recorded message 2. The person speaking does not address you by name 3. The message will either state that there is a warrant for your arrest or that you have a tax debt and threaten you with jail or an arrest. This type of scam is not just telephone based. A letter with a similar theme is also used by the scammers. Do not call the number that they provide. It is a scam. If you are ever unsure of the legitimacy of a telephone call or correspondence from the Commonwealth Director of Public Prosecutions or the Australian Taxation Office please contact Portfolio Planners on 03 9686 9686. Alternatively, visit the ATO or Scam Watch site. https://www.scamwatch.gov.au//telephone-calls-alleging-fak