We can help you find your Lost Super

It's Easy


Register your details below and we'll contact
you within one business day.

Your Name
Your Email
Phone Number
Your Comments

Book a Skype Chat


Register your details below and we'll contact
you when it suits you.

Your Name
Skype Username
Phone Number
Your Email
Preferred Time
Your Comments

Whats Skype? Learn More

Make an Enquiry


Register your details below and we'll contact
you within one business day.

Your Name
Your Email
Phone Number
Enquiry Type
Preferred Time
Your Message

Book a no-obligation consultation


Register your details below and we'll contact you within one business day to set up your no-obligation consultation.

Register below to receive our FREE email newsletter




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, 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.

Make an easy no obligation consultation!

Book a Skype chat Make an enquiry

PFG Blog

Transition to retirement income streams

How do they work? They allow you to withdraw up to 10% of your superannuation savings in the form of a pension without needing to stop work.  Even if you’re nearing retirement age you mightn’t be looking to leave the … Continue reading


From goldilocks to taper tantrum 2.0 – a bit of turbulence hits bonds (and shares). Three reasons not to be too fussed
From goldilocks to taper tantrum 2.0 – a bit of turbulence hits bonds (and shares). Three reasons not to be too fussed

Key points Central banks beyond the US are edging towards an exit from easy money. This is likely to cause bouts of volatility in shares and a rising trend in bond yields. However, its unlikely to derail the bull market … 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 50 679 416 839 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 V 3.0 & PFG Global Pty Ltd Financial Services & Credit Guide V 3.0 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.