PGFS is a long established, boutique financial services firm, best known for its commitment to the delivery of professional guidance. With so many investment options available, making the right choices is not straightforward. It's no longer a simple case of. The Financial Planning Association (FPA) defines financial planning as the process of meeting your life's goals through the proper.
PGFS is a long established, boutique financial services firm, best known for its commitment to the delivery of professionalfinancial planning and investment advice, throughout our clients various life stages. Whether you are just starting out in your career, mid-way through, or retired, we can add value by working in partnership with you to develop and maintain a professionally structured financial plan.
PGFS is a long established, boutique financial services firm, best known for its commitment to the delivery of professionalfinancial planning and investment advice, throughout our clients various life stages. Whether you are just starting out in your career, mid-way through, or retired, we can add value by working in partnership with you to develop and maintain a professionally structured financial plan.
Services
The Financial Planning Association (FPA) defines financial planning as the process of meeting your life's goals through the proper management of your finances. Your life's goals may include buying a home, saving for your children's education and planning for retirement. Show how carefully chosen investments mesh together as working parts of your overall strategy.
With so many investment options available, making the right choices is not straightforward. It's no longer a simple case of shares, property, fixed interest or cash - there are literally hundreds of combinations of asset categories. These are divided into classes according to their features - whether they produce income, capital growth or both.
Reviews (10)
Brody Stevens
Jan 12, 2022
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Philadene Account
Dec 21, 2021
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PGFS has so helpful in finding us a mortgage broker when we needed on, who worked miracles and also have helped us with not only our family financial situation but our SMSF learning and understanding too.
They go out of their way to find answers to questions we have and as a family we enjoy the time we get to spend with them in reviews and asking questions.
They go out of their way to find answers to questions we have and as a family we enjoy the time we get to spend with them in reviews and asking questions.
Jacob Thomas
Dec 18, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
PGFS recently assisted me with reviewing my existing superannuation, income protection insurances and trauma insurance. The entire process was extremely professional, communicated in an understandable form and smooth from start to finish. Sab and Maria were terrific to deal with. I would highly recommend them.
PGFS recently assisted me with reviewing my existing superannuation, income protection insurances and trauma insurance. The entire process was extremely professional, communicated in an understandable form and smooth from start to finish. Sab and Maria were terrific to deal with. I would highly recommend them.
Kerry Pienaar
Aug 25, 2021
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We have great faith and trust in Melissa from PGFS. Her approach is personalised, non-judgmental, friendly, authentic and thorough. On each of our financial reviews, she demonstrates that she has taken the time to research the best options and adjustments for our portfolio. We feel very confident trusting PGFS with all of your financial management and would highly recommend them.
Kyla Casey Kmcasey
Aug 21, 2021
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John Trobbiani
Aug 11, 2021
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The appointment was made in a timely and clear way and confirmed in a logical open clearly communicated way.
Reception was polite and friendly.
Saab was on time and prepared.
Tone of meeting was open and constructive and useful.
Meeting was business like but friendly.
We agreed on follow up actions.
Job done .
Reception was polite and friendly.
Saab was on time and prepared.
Tone of meeting was open and constructive and useful.
Meeting was business like but friendly.
We agreed on follow up actions.
Job done .
Rob Amato
Aug 05, 2021
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Steven D'Annunzio
Jun 20, 2021
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Steve Poppy
Apr 05, 2021
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We are very impressed with the service we receive from Sab and the team at PGFS.
Sab takes the time to get to know what we are looking for and then explains everything in detail but also a manner that we find easy to understand.
I would definitely recommend the team at PGFS to anyone, no matter your age or financial situation, they will tailor a plan to suit you.
Sab takes the time to get to know what we are looking for and then explains everything in detail but also a manner that we find easy to understand.
I would definitely recommend the team at PGFS to anyone, no matter your age or financial situation, they will tailor a plan to suit you.
Graeme Moore
Mar 07, 2021
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We have been dealing with PGFS for sometime now after being referred by another business. This company genuinely cares about our financial situation and has assisted us in structuring our business and personal finances. What I absolutely respect about PGFS is that they are not afraid to have the tough conversations with us and steer us toward making sound decisions. I would not hesitate in recommending PGFS to anyone who wants down to earth sound advice with no BS.
