Pioneering Wiser Wealth Education
Embark on a wiser wealth journey with Portfolio, where we redefine what it means to manage wealth effectively.
Explore Portfolio’s specialised programs designed to be a pathway to wiser wealth.
Our Programs
Explore Portfolio’s specialised programs designed to be a pathway to wiser wealth.
SCALE
Engage in our group-based initiative to gain the knowledge and tools necessary for building a robust investment portfolio. Gain access to exclusive private equity deals and off-market opportunities that can redefine your financial landscape.
INVEST
Designed for elite investors, this bespoke service offers personal guidance on significant investments, including exclusive travels to global financial capitals to explore high-level assets like gold reserves.
BUILD
Recognising that one size does not fit all, we provide Custom Solutions tailored to individual circumstances and goals. Enjoy personalised service that fully accommodates your unique situation.
Our Ethos
Our approach 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 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.
Our Success Stories
We take pride in the significant and positive changes we’ve facilitated in our clients' financial lives. Hear from our clients who have experienced the Portfolio difference:
“As I was preparing to sell my home, I started watching Your Money Saturday mornings regularly, to get an insight to what’s happening in the property auction world. It’s where I saw an interview with Todd Polke. That’s when my life changed!
We now earn over 6 figures in income per year from the portfolio and have investments due to return profits of 6 figures within 12 months and have a blue-chip portfolio of property which are going to continue to grow in value and we are now financially free.”
- Tony Layton
“During our first meeting with Todd, most things flew past us, but some things stuck like starting young, money in offset account and needing a support team around you. What I liked most was meeting someone who has done it, is doing it and someone who we could aspire to. Todd was also quite young who we could relate to.
What we have now, our knowledge and mindset is invaluable to say the least. It has also managed to resonate to close friends and family and we feel deep gratitude in being able to help the most important people around us!”
- Peter Phan
“Honestly, things felt hopeless, and we already had other so-called experts tell us they couldn’t help, but just to keep trying to save. Things had to change!
We learnt along the way that investing was so much more than just buying a few properties, but was way more holistic and possible, than we thought. Some strategies increased our monthly income with a new consistent stream growing our cashflow. I was able to re-create my buffers and finally got my sleep at night factor back for me and my family.”
- Shaun Thomas
“Before getting coached by Todd, we looked around at the lifestyle most other people have and quickly realised that it wasn’t the lifestyle we wanted to live. We wanted more choices, more freedom and more of a lifestyle. We knew our day jobs were never going to get us there.
“After we started working with Todd everything in how we view money, investing, time and lifestyle has changed. It has been both challenging and rewarding and at times awkward too because we had to think about how our lifestyle actually was and realised it was our thinking getting in the way of creating the results we wanted.”
- Ben & Alice
Escape The Middle - A New Book from Founder Todd Polke
Dive deeper into our philosophy with Founder Todd Polke’s latest book, Escape the Middle, which offers insights into breaking free from financial mediocrity to achieve extraordinary success. This book is a cornerstone of our educational approach, providing you with the tools to not just survive, but thrive.
“It is not important to be better than someone else, but to be better than yesterday.”
— Kano Jigoro