Personal insurances
Protect your most important assets with confidence
Protecting your loved ones and hard-earned assets
The only certainly in life seems to be uncertainty. And while we make no claims to be able to predict the future, we have several proven methods to help future-proof our clients against the unexpected.
What's important
Insurance is about protecting what and who's important to you. We never know when an accident, illness, or death, will upend our lives. Insurance can help.
What's possible
Once we understand your situation, we scour the market for industry-leading insurance products, and present you with competitive options to suit.
Personal insurance
Protecting your income, or protecting your family's security and lifestyle is all about peace of mind. We will help you to understand what you really need and aren’t paying for things you don’t.
We have access to a host of competitive insurance products and will guide you through the process.
We have access to a host of competitive insurance products and will guide you through the process.
Life insurance claims
Making a claim for life insurance can be fraught. It is exceptionally complex, and is usually needed during already challenging times. Whether you are claiming from your super fund, direct with the insurance company or through your work fund we know what’s involved in making things easier so you can focus on you and the family.
We help our clients through the process of making a claim, ensuring the process is as seamless as possible.
We help our clients through the process of making a claim, ensuring the process is as seamless as possible.
How 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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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
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