PortfolioGuardian is a chartered accounting firm and administration specialist with over 17 years’ experience administering investment portfolios.
We operate Australia wide and have an exemplary reputation for providing outstanding service and value for money. Unlike many platforms, our fees are not linked to the value of your portfolio.
We can administer any asset and any platform providing you with consolidated tax reporting. We save you time and money at the end of the financial year as all the capital gains/losses are summarised ready to hand to your personal accountant.
PortfolioGuardian – complete flexibility, competitive pricing.