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YOUR JOURNEY WITH US
At PFG we aim to build relationships with our clients that are based on trust, vision and a commitment to protect your financial future.
Most of all, we try to make the financial planning process as easy as possible so you feel in complete control of your financial life. You’ll feel confident that the right plans are in place to secure your future and that your financial plan continues to be appropriate for any changes to your personal situation.
The 7-Step Quality Advice Process
Our financial planning process is structured to make your experience with us straight forward, transparent and most importantly, enjoyable. One of our Financial Planners will work closely with you at each stage of the process to ensure they have a full understanding of your personal situation and lifestyle goals, and can develop a plan suited to your needs.
We follow a simple 7 step financial planning process to deliver clear and simple solutions to your financial situation. This follows the 7 steps recommended by the Financial Planning Association of Australia (FPA) and are adopted by all AMP Financial . Importantly, there is no charge for the initial interview which will take no more than an hour.
A PFG Financial Planner will work with you through the following process:
Our Ongoing Service & Support
Most financial planning firms will help you form a financial strategy and put together a financial plan for your future. But rarely do they actually keep track of your progress.
At PFG our dedicated Ongoing Service Program provides you with the level of support, guidance and education that you need to ensure you follow your financial plan and stay on track to achieve your personal financial goals.
Talk to us today about our Ongoing Service Program and which service package might be right for you.