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Thinking that matters

I’m in the midst of a few life changes (marriage, children, property moves, etc). Where should I be focusing my financial attention?
Big life changes rarely happen one at a time. Marriage, a new partnership, having children, buying or moving home, changes in work – these moments

Why did you leave the previous institution to join Porta?
Tom Leopold, Partner reveals why he decided to leave the previous institution and join the Porta team.

How can I maximise my upcoming bonus?
Bonus season is here, and with it comes a familiar set of questions. As annual bonuses are confirmed and paid – often in the final

How do I plan for a future that doesn’t follow a traditional retirement path?
We’re increasingly asked this question by clients who don’t recognise themselves in the traditional idea of retirement. Some don’t want to stop work completely. Others

How much does long-term care cost – and should I be saving?
We’re often asked this question in two different situations. Sometimes clients are thinking ahead and wondering whether long-term care is something they should be planning

I’m getting a pay rise – what should I do with the extra money?
We’re often asked this question when clients are told their pay is increasing. Sometimes it comes with a promotion or a change in role; sometimes