CLIENT TESTIMONIAL

Q: Areas that you feel PG&A Financial Solutions have helped you:

PG&A FS have helped me to access my money quickly when needed, particularly in the last year (2010) when severe health problems struck leaving me unable to work for the year. Medical expenses have been excessive which has forced me to live on my Investment Savings.

Q: Friendliness of staff and your feelings about the...

Rina T (Red Hill, Qld)

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WELCOME

At PG&A Financial Solutions, we believe that Financial Planning can help you manage your financial affairs so you can:

• Build Wealth
• Enjoy The Life You Want
• Protect You and Your Family
• Achieve Peace of Mind and Financial Security

No matter how successful you become or what stage of life you’re at, there’s always a next step to prepare for and another challenge to meet.  It could be an education for your children, a comfortable retirement, protecting your business or securing a happy future for you and those you love.

We believe one of the first steps to securing financial freedom and the lifestyle you seek, is the implementation of a solid financial plan.  We do this by providing tailored, service orientated solutions, coupled with our commitment to assist our clients achieve  financial freedom and therefore improve their lifestyle.

An ongoing relationship with PG&A Financial Solutions allows you the freedom to enjoy the lifestyle of your choice and be comfortable in knowing that you have a team of financial professionals in an accredited quality practice working for you.

The team is committed to providing sound, measured and proven wealth management strategies to help make sure your life journey is a secure and prosperous one.  Values we apply to everyday life include honesty, reliability and integrity.

Do you need financial planning?

In day to day life, everyone practices simple financial planning with budgeting for the household expenses. A comprehensive and professional financial plan ensures your financial investments are managed in a way so you can achieve long term goals, such as a comfortable retirement.  Most people seek financial advice and implement a financial plan as a roadmap to achieve their goals. It will assist in understanding the picture and provide peace of mind knowing that the best professional advice is working with you to accumulate wealth and protect your loved ones.

No  matter what your situation, whether in the workforce, running a business, about to retire or already retired, PG&A Financial solutions is committed to working with you now, and in the future.  Our services include:

• Investment planning
• Superannuation + Self Managed Super Funds
• Retirement planning
• Debt reduction strategies
• Tax planning
• Redundancy planning
• Centrelink planning
• Insurance – Life, TPD, Income Protection & Trauma
• Estate Planning