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Our Partners

REFERRAL SERVICES AND PREFERRED SUPPLIERS

We have close links with a range of companies that specialise in general insurance, accounting, legal matters and redundancy. It’s just another way we make things Easy for you, by working together with our partners to incorporate all of your financial needs.

General Insurance

‘For all your insurance needs’… PFG Financial Services can assist you with selecting insurance products suitable to your specific needs. We offer a broad range of Business Insurance and Personal insurance products across a wide variety of industries.

www.pfginsurance.com.au

 “Any advice provided by PFG Financial Services Pty Ltd detailed above is provided independently of PFG Financial Services Pty Ltd and our Licensee, AMP Financial Planning Pty Limited. Neither PFG Financial Services Pty Ltd, nor AMP Financial Planning Pty Limited take any responsibility for any actions or service they provide.”


Our referral partner, Windsor Management Insurance Brokers, can assist you with specific general insurance needs in cases where we are unable to help you. You can rest assured we’ll make the process easy for you to ensure you have a solution for your general insurance needs.

www.wmib.com.au
 “Any advice provided by Windsor Management Insurance Brokers detailed above is provided independently of Windsor Management Insurance Brokers and our Licensee, AMP Financial Planning Pty Limited. Neither Windsor Management Insurance Brokers, nor AMP Financial Planning Pty Limited take any responsibility for any actions or service they provide.”

Accounting Services

If you’re seeking the services of an accountant, we have a range of business partners that can help you and make things EASY.

Accountants Edge – Victoria

Accountants Edge are personal and business accounting specialists whose services include GST & BAS Returns, individual returns, tax planning, business plans & advice, business valuations and succession planning.

www.accountantsedge.com.au

 “Any advice provided by Accountants Edge detailed above is provided independently of Accountants Edge and our Licensee, AMP Financial Planning Pty Limited. Neither Accountants Edge, nor AMP Financial Planning Pty Limited take any responsibility for any actions or service they provide.”

Joe Raudino – Victoria

 

 

 

Joe Raudino has been in practice since 1994 and has a wealth of experience working with a range of businesses across different industries. J Raudino & Associates offers a full range of taxation, accounting and business solutions.

http://www.jraudino.com.au/index.php

 “Any advice provided by J Raudino & Associates Pty Lty detailed above is provided independently of J Raudino & Associates Pty Lty and our Licensee,  AMP Financial Planning Pty Limited. Neither J Raudino & Associates Pty Lty, nor  AMP Financial Planning Pty Limited take any responsibility for any actions or service they provide.”

Legal Services

Will Matters – Victoria

 

 

Will Matters provides an affordable in home Legal Will Service for our clients based in Melbourne. They make it easy for you to complete Will and Power of Attorney documents in the comfort of your own home over the course of 2 visits.

Special offers are available for clients of PFG Financial Services, so please ask about the latest offer when you make contact.

 “Any advice provided by Will Matters detailed above is provided independently of Will Matters and our Licensee, AMP Financial Planning Pty Limited. Neither <Will Matters, nor AMP Financial Planning Pty Limited take any responsibility for any actions or service they provide.”

 

Corporate Clients

BERT (Building Employees Redundancy Trust)

BERT is our strategic partner that we operate with in Queensland when dealing with the variety of different unions associated with the construction industry.

http://bert.com.au/

“Any advice provided by BERT detailed above is provided independently of BERT and our Licensee, AMP Financial Planning Pty Limited. Neither BERT, nor AMP Financial Planning Pty Limited take any responsibility for any actions or service they provide.”
 
Where we are not able to provide you financial planning services, we may be able to refer you to the above external practices who may assist you. These links and banners have been provided with permission for informational purposes only and will take you to external websites, which are not connected to PFG Financial Services in any way. PFG Financial Services does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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Tony Laycock

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 3.4 & PFG Global Pty Ltd Financial Services & Credit Guide V 3.2 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.