Financial advice
Your financial future is too important to leave to chance
Guiding you towards your big dreams
A goal without a plan is just a wish, and no more so than when it comes to your finances. We work with ambitious people who want to proactively set themselves up for success – whatever that means to you.
Clarity
Defining your objectives is the first step in achieving them.
Strategy
Our team formulate a rigorous plan of attack to achieve your unique goals.
Structure
Optimising the structure of your personal and business interests is key.
Big picture thinking
PFG financial advice services start with a birds eye view and encapsulate your entire financial health.
Solutions
Investing
Structure
Debt recycling
Tax optimisation
Strategic investment solutions
We make data-driven investment decisions, that align with your values and long-term goals. We don't claim to be able to 'time the market' as we all know it's about time in the market, that's important.
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Establishing the right structure
If a family trust makes sense for your situation, we will help you establish, administer and structure your legal entities in a way that protects your ongoing interests, and your legacy.
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Debt recycling
We can help you leverage your hard-earned equity and convert your bad debt into good debt.
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Tax effective investments
We work closely with accountants to help our clients structure their finances in a tax effective way. Whether it be to maximise gearing benefits, or minimise income tax, we are skilled at crafting smart tax-friendly solutions.
Book a callHow we work together
Your PFG adviser is here to map out a strategy that helps you achieve your financial and lifestyle goals, now and long term.
01
Discover
Let's talk about what you're hoping to achieve, establish whether we're a good fit for each other, and map out a plan of attack.
02
Analyse
Your PFG adviser will crunch the numbers and research available options, leveraging both tech and industry insight.
03
Implement
We'll meet again to show you your custom solution, explain how it all slots into place, and get your buy-in into the strategy.
04
Monitor
The paperwork will be handled by your PFG adviser, who'll keep you updated on the process and progress of your advice plan.
Ready to find out more?
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Schedule some time in Adam's calendar to discuss how he can help
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PFG Financial Services helps hard-working people get more from their money. With offices in Melbourne and Brisbane, we are here to serve people right across Australia.
Copyright © 2024 PFG Financial Services.
PFG Financial Services Pty Ltd ABN 23 052 977 189 and, PFG Global Pty Ltd (ABN 50 679 416 839, ACN 16 1691 103) as trustees for The Trustee for PFG Financial Services Trust, trading as PFG Financial Services (Global), are authorised representatives and credit representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
For further details including financial services we can offer you and how we are remunerated, please read:
PFG Financial Services FSCGPFG Financial Services Pty Ltd ABN 23 052 977 189 and, PFG Global Pty Ltd (ABN 50 679 416 839, ACN 16 1691 103) as trustees for The Trustee for PFG Financial Services Trust, trading as PFG Financial Services (Global), are authorised representatives and credit representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
For further details including financial services we can offer you and how we are remunerated, please read:
PFG Global FSCG
General Advice Warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.