About Portfolio Wealth
At Portfolio, our mission is to help people break free from financial slavery and live a life of freedom.
Our approach goes beyond conventional financial planning; it is about creating a lifestyle that embodies freedom, legacy, and leaving a lasting impact.
Our Philosophies
Combining time honoured principles of Zen with proven financial strategies, we envision a world where our clients achieve not only financial independence but also a deep sense of life satisfaction and purpose.
We champion perseverance not just as a principle but as a practice that empowers our clients and our brand. It embodies the relentless pursuit of excellence in financial management, transforming every challenge into an opportunity for growth.
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Precision is at the core of our philosophy, shaping every decision and action we take. It's the meticulous attention to detail that ensures every investment and financial plan is crafted with exactness and tailored specificity.
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This pillar advocates for a lifestyle where financial peace of mind is paramount. It is the harmonious balance achieved when perseverance in our efforts and precision in our actions come together.
Meet Todd Polke: Founder of Portfolio Wealth
Todd Polke
Founder & Chief Strategist
Todd is a renowned leader in the investment industry, having guided thousands to financial success and facilitated over $4 billion in global investments. As an international speaker and published author, his insights have been featured on platforms such as Sky News and Your Money. His expertise spans various sectors, including property, healthcare, agriculture, and beauty, making him a versatile and respected figure in wealth management.
What We Stand For
Our approach at Portfolio Wealth integrates the precision of financial planning with the wisdom of Zen, offering you not just financial freedom but a path to a fulfilled life.
We help investors create freedom through mastering their financial lives.
If you want to break free from the work to pay the bills financial slavery trap, a new set of rules are needed. Which rules are you playing by right now?
Building wealth which outlives you.
Do you have something to give back to the world in a bigger way?
We think so, and we want to help you realise it.
We believe wealth and business can be a force for good.
We and are committed to helping those that are positively impacting the planet
“There are no secrets to wealth, only proven systems.”
— Todd Polke