Your Easy Investment Support Solution
Let us take care of your investment administration and reporting
while you focus on maximising returns
Our Services
Investment Administration
Comprehensive administration for all your investment assets, across all types, platforms and structures.
Learn More →Investment Reporting
Detailed analytics and performance reports to support clear, well-informed investment decision-making.
Learn More →Annual Taxation Reporting
Accurate and timely tax reporting tailored to your investment structures, helping you stay compliant year-round.
Learn More →PAF & PuAF
Services
Specialised administration for Ancillary Funds, ensuring full compliance and smooth, efficient oversight.
Learn More →About Us
PortfolioGuardian is a Chartered Accounting firm and investment administration & reporting specialist with over 20 years of experience managing investment portfolios. We also have deep expertise in supporting both Public and Private Ancillary Funds (PAF & PuAF), having helped more than 350 foundations achieve their philanthropic goals over the past decade.
We operate nationally and are recognised for delivering exceptional service and value. Unlike many platform providers, our fees are not based on the size of your portfolio - ensuring transparency and fairness.
Our team can administer any asset, on any platform and provide you with fully consolidated tax reporting. At year-end, we simplify your tax process by delivering a comprehensive summary of capital gains and losses - ready to hand over to your personal accountant, saving you both time and money.
Why Choose PortfolioGuardian
20+ Years Experience
Over 20 years of experience in administering investment portfolios
Fixed Fee Structure
Transparent pricing that doesn't increase with portfolio value
Dedicated
Team
Work with professionals who understand your specific needs
Secure &
Reliable
Advanced security measures to protect your sensitive data
Ready to simplify your investment reporting & administration?
We are totally independent of any Banks, Financial Planners and Investment Advisers and can
therefore work on an impartial basis with your existing Adviser.
Contact us today for a consultation and discover how we can help.