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Client Testimonials

Carlo and his staff were fantastic. They took the time to understand my needs and then provided me with several options that ensured all my needs were met.
The ongoing communication and quality of service is superb and at a level rarely seen or experienced these days in the finance industry.

Lino Crivelli

Carlo was quick to respond when we called him after being referred to by a personal friend.
He came out to meet us in our location and responded quickly to our needs.
He and his team provided a quick, accurate, personal service and I would thoroughly recommend him to anyone who is seeking advice and assistance in arranging finance.

Tony Laycock

PFG Clients

Sam & Anna Ciarma

Dear Angelo & Team,
Just want to thank you all for the birthday card. It was really appreciated, even though, the years just tick away!!!!
Had a great day and will be celebrating until mid November.
Hope you are all well, and thank you all once again.
Regards
Carla de Kousemaeker

Carla de Kousemaeker

Thanks so much for the tickets to Love Never Dies. We had a really nice night out. The staging and costumes were gorgeous and I wish I could sing about a tenth as well as they can. We had dinner at The Press Club beforehand and (as I got a birthday card from your office, you know) it was my birthday the day before, so I was in the mood for a night out.
Much Appreciated
Andrea & Peter

Andrea & Peter

At PFG Financial Services, Financial Planning never appeared simpler. We were extremely happy with the professional services and advice we received. Upon entering the premises, you are always made to feel welcome by the ladies at the front desk. They are warm, friendly and extremely efficient; not to mention, they make a great cup of coffee.

Our financial advisor, Peter Baxevanis, is just as warm and friendly and made us feel like family. He spent many hours advising and recommending to us, our best options based on our financial circumstances. He prepared a user friendly Statement of Advice and Investment Portfolio and was always readily available, either by phone, electronically or in person, to answer any of our questions.

We felt completely confident with our final decision. Not only did we receive a comprehensive folder containing all the details associated with our investment options and choices, we also had our policy set up for us on line, making it very easy to check what is currently happening with our investments. Peter and the ladies at the desk, were more than happy to show us how to navigate our on line policy on many occasions. They also continue to provide ongoing assistance whenever the need arises.

Needless to say, we have developed an excellent rapport with “our people” at PFG. Even months after all has been established, they are always willing to provide any assistance we may need, regardless of how big or small our request is. We are confident that we will continue to receive excellent advice and services from PFG and have not hesitated recommending them to our families and friends.

Yours faithfully,

Anna Hristodoulakis and Milorad Lazic

The BLF has a longstanding relationship with PFG. We first initiated our partnership with PFG after recognising some gaps in the financial lives of our members. PFG has excelled throughout our five year partnership and has proved to be a friendly, responsible resource for our members.
They have tailored solutions to meet the specialised needs of our members in the construction industry. PFG offers a range of financial services to suit people in any stage of their life, from retiring, to starting a family, to buying investments, and getting divorced. The BLF would recommend using PFG as a one stop place for financial advice with a great many links to other endorsed financial solutions.


BLF Union

PFG have been working with the Plumbers Union Qld and our members for over 5 years and we have always found their service second to none. PFG offer a wide range of services and have a solid understanding of the industry and our members’ needs.
PFG have been there for our members when they have found themselves struggling financially and PFG have helped them put plans and budgets in place to help them get back on their feet. PFG have also assisted a lot of our members plan their superannuation, ensuring they will have a decent standard of living and quality of life during their retirement years. These are just a few examples of how PFG have assisted our members over the years and I encourage members to take advantage of this service that is available at no charge.
It is an absolute pleasure to work with Angelo, Frank and the Brisbane team and highly recommend PFG for any financial services that our members require.

Brad O’Carroll
PLUMBERS UNION QLD

I got to know the work of PFG through my employment role as an Administration Manager. PFG look after my employer’s insurance/superannuation etc. I was impressed with how PFG conducted their business from the commercial aspect and also from the employee’s point of view - with their superannuation. I decided to move my personal financial affairs over to PFG. I have continued to be impressed, over the last few years, with their personal approach and extensive financial knowledge.
PFG have assisted us with issues including, protecting my elderly mother’s financial future, to planning my husband and my financial security leading up to retirement. All of our requirements have been and continue to be looked after by the team at PFG.

Kay and Bruce Jenkinson

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I was impressed with how PFG conducted their business from the commercial aspect and also from the employee’s point of view

Kay and Bruce Jenkinson

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.