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At PFG we make things easy!

At PFG we make things easy!

At PFG we make things easy!

At PFG we make things easy!

***IMPORTANT***

PFG Financial Services and Core Financial Planning have now come together.

All clients associated with Core Financial Planning will continue to be serviced by our Barwon Heads site in which Jo Newton and Julie Penfold will remain.

 PFG have sites across several locations, Moonee Ponds (03) 9375 5100, Oakleigh (03) 9563 3000, Brisbane (07) 3839 1114, Doncaster (03) 9894 5208 and Barwon Heads (03) 5255 9555.

We also have an office in Geelong that is linked to our Barwon Heads office and is only utilised for Appointments Only.

Please note that the contact details for Core Financial Planning, Barwon Heads and Geelong office, Jo & Julie still remain the same.

 

Making your financial journey Easy

At PFG Financial Services we like to make your financial journey through life as Easy as possible. We take the confusion and complexity out of financial planning so you can get on with living your life.

For over 20 years we’ve become a trusted source of financial advice for individuals, families and businesses, helping them build wealth, achieve financial independence and enjoy life.

No matter what stage of life you’re at we can help you with all of your financial planning needs from insurance and superannuation, to investments, retirement planning and home loans.

Come and talk to us and you’ll see how Easy it is to get your financial plans on track.

We’re accredited to find the best solutions from Australia’s leading providers.

 

We've worked with some of Australias biggest Companies

Make an easy no obligation consultation!

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PFG Blog

The 2016 Australian Federal election and investors
The 2016 Australian Federal election and investors

Key points Historically election campaigns result in a period of uncertainty which have seen weak gains on average for the Australian share market followed by a bounce once the election is out of the way. The starker choice at this … Continue reading


The 2016-17 Australian Budget – putting popularity ahead of austerity
The 2016-17 Australian Budget – putting popularity ahead of austerity

Key points While the iron ore price has improved, the budget deficit is now projected to be $39.9bn in 2016-17 (up from $35bn in last year’s budget). Return to surplus is still not expected until 2020-21. Modest personal and corporate income tax cuts … Continue reading


Are you interested in learning more about a

SELF MANAGED SUPERANNUATION FUND (SMSF)

We have a specialist in house to help assist you with any questions you may have. Please click on the above link to read more about SMSF.

Accredited by AMP Financial Planning
PFG Financial Services Pty Ltd ABN 23 052 977 189 and PFG Global Pty Ltd ABN 50 697 416 839 trading as PFG Financial Services (Global) are Corporate Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. For further details including financial services we can offer you and how we are renumerated, please read the Financial Services & Credit Guide V10.21i & PFG Global Pty Ltd Financial Services & Credit Guide v10.10i General Advice Warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.