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.”