How we help
Your dedicated team, here to help you achieve your financial goals
What do you want to achieve, and why?
Driving a nice car, sending your children to private school, travelling regularly overseas, owning a holiday home down the coast, retiring a little earlier.
These are all achievable lifestyle goals. But it's never going to feel like enough unless these goals really mean something to you.
You've first got to be clear about exactly what you want – and why.
From there, we will work on an achievable plan to make it happen.
These are all achievable lifestyle goals. But it's never going to feel like enough unless these goals really mean something to you.
You've first got to be clear about exactly what you want – and why.
From there, we will work on an achievable plan to make it happen.
Solutions
Answers to frequently asked questions
Curious about how we work together or how financial advice works? We've put together a list of questions you may have.
You might be surprised to know that using a financial adviser isn't reserved for the elite. Our services are ideal for anyone looking to take charge of their money, make the most of their retirement, and have more peace of mind that their family will be looked after.
Despite what the media would have you believe, there's no neat answer to this question. How you'll be able to achieve your ideal retirement will depend on a lot of factors. We'll help you define that magic number, and then craft a strategy to make the most of your entitlements, superannuation and assets in a tax effective way.
Again, the answer to this depends entirely on your individual situation. What we do know is that the sooner you start preparing for your retirement, the more options you'll have. As an aside, we want to help you create a life where you don't have to wait until you've retired to get out on the golf course – or whatever floats your boat.
Some might, but not the good ones. We never make empty promises of being able to 'time the market', because the data tells us it doesn't work – and we'd never risk your hard earned dollars on a gamble. At PFG Financial Services, we make data-driven investment decisions that align with your values and long term goals.
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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.
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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 FSCG v.1a.2PFG 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 v1a.2
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