Your success is our priority!
PGFS is a long established, boutique financial services firm, best known for its commitment to the delivery of professional guidance that seeks to improve the financial position of our more than 3,000 clients. We focus on providing personalized financial 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.
Our Services
At PGFS, we offer a range of services designed to help you achieve your financial goals. Our team of experienced financial planners and investment advisors will work with you to understand your unique financial situation and provide personalized advice and guidance.
Financial Planning
Our financial planning services are designed to help you achieve your financial goals, whether that's saving for a down payment on a house, planning for retirement, or simply building wealth. We'll work with you to develop a comprehensive financial plan that takes into account your income, expenses, assets, and debts, and provides a clear roadmap for achieving your goals.
Investment Advice
With so many investment options available, making the right choices can be overwhelming. Our investment advisors will work with you to understand your risk tolerance, investment goals, and time horizon, and provide personalized investment advice to help you achieve your goals.
Our Team
Our team of experienced financial planners and investment advisors are dedicated to providing exceptional service and guidance to our clients. With years of experience in the financial services industry, our team is committed to helping you achieve your financial goals.
Our Mission
Our mission at PGFS is to provide personalized financial planning and investment advice to individuals, families, and businesses. We strive to deliver exceptional service, guidance, and support to our clients, and to help them achieve their financial goals.
Our Values
At PGFS, we are committed to upholding the highest standards of professionalism, integrity, and ethics. We believe in putting our clients' interests first, and in providing personalized service and guidance to help them achieve their financial goals.
Staff and Service
The staff at PGFS have been praised for their exceptional responsiveness, tailored solutions, and personalized approach. They take the time to understand individual needs and provide bespoke solutions. The team is friendly, helpful, and thorough in their approach, making clients feel confident and trusting in their financial management.
Financial Planning and Advice
PGFS has been commended for their professional and expert financial planning and advice. They have helped clients with mortgage broking, superannuation, income protection, and trauma insurance. Their approach is clear, communicative, and free of jargon, making complex financial concepts easy to understand.
Client Experience
Clients have expressed their satisfaction with the annual review process, which they find helpful in catching up with their advisors and getting a snapshot of their finances. The team at PGFS is polite, friendly, and welcoming, making clients feel at ease.
Recommendations
Many clients have highly recommended PGFS and their team, citing their exceptional service, professional advice, and personalized approach. They have praised Sab and his team for their expertise, transparency, and ability to tailor solutions to individual needs.
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