“At The Portfolios Investor we take the time to Listen,
do all the legwork to Explore the market
and then Deliver the agreed results.”
Why we are different…
- You will always get a minimum of 2 valuations upfront
- We have a panel of lenders some brokers do not have, including low doc
- We are all over the fine print with lenders and service calculations
- You will get simple things to implement to focus on bad debt reduction
- We can show you the best way to set up your accounts and money flow to reduce costs
- We include your whole life and money situation for a wholistic no BS approach
- Paul’s in-depth understanding of money, finance, business, investing, taxation, property and projects
- We know how to squeeze the maximum out of your tax returns
- We get you to add special clauses in your purchase and building contracts that suit you
- The Portfolios Investor aims to deliver quality online content for you
- Paul and Kelly strongly adhere to ‘only us to know ‘ with total discretion, especially for local clients
- When you need us, we remember you and what you are doing
Paul Pritchett – The Portfolios Investor
The world of money and investing is complex, there is such an information over load and with all you have going on how can you be expected to know it all.
I wanted to be able to have a relationship with someone that could show me what was available to me with what I had , and wanted to do, in the whole world of money.
I had a general plan and wanted a dedicated and friendly team to LISTEN to me, EXPLORE the market for my options and then DELIVER on the agreed results.
What I found was that it was rare that one person could answer most of my questions and know the detail at the level to make me feel confident with what to do, and then do it for me.
Being a make it happen guy, I went from Seminar to seminar and advisor to advisor, learning and growing in education, in career and with my own money via property projects, businesses and investments.
Over the last 25 years I have had direct exposure to the investment , finance and property markets and experienced the highs and lows of the game.
Use all this experience to your advantage.
Welcome – lets talk.
I love to help people realise where they are really at, showing them the way to make great decisions in the world of money and investment.
Paul Pritchett – Founder – The Portfolios Investor
Kelly Wilson – Loans Guru
With over 25 years experience in the banking industry and just over 10 years with Paul as a mortgage broker Kelly understands the industry better than most.
Kelly’s main objective is to help people be clear on loan options, manage their debts and achieve their life and financial goals.
She is hard working and loyal and she believes in building a trusted relationship with people .
Kelly is passionate about ensuring the process is a stress free as possible and will always follow through all the way to the end.
I strongly believe in building a trusted relationship with all our clients, and helping them turn their dreams into reality. It's my pleasure to serve you as a valued client of The Portfolios Investor.
Kelly Wilson – Customer Service Manager