Design your financial future
Building wealth isn't about having more money. It's about having freedom and being able to choose where you spend your most precious commodity: time.
Industry recognised
What do you need help with?
Expert team of advisers
Established in 1990
Proactive guidance
Service excellence
Highly awarded
A bit about us
Our mission is to deliver strategic, ethical financial solutions in a seamless, straightforward way. It's about life-enhancing advice that works for you and your family.
Meet the teamWho we work with
We're proud of what we've helped our clients achieve and our strong relationships.
People who want to protect their family and assets
You work hard to protect the most important people in your life. Appropriate insurances can provide additional peace of mind and security.
Those who want to master their finances and get more from their money
Quality advice shouldn't cost the earth. Let's find out what your goals are and then craft you a bespoke plan to make it happen.
Home buyers and property investors
The Great Australian Dream of home ownership is still alive and strong. We can help you secure funding to invest in property.
People planning their ideal retirement
Planning for this next phase in your life can feel overwhelming. Let's implement a strategy for you to achieve your ideal retirement.
We meet you where you are, and take you where you want to go
I need financial advice
Quality advice shouldn't cost the earth. Let's find out what your goals are and then craft you a bespoke plan to make it happen.
Learn more
I want to invest in property
The Great Australian Dream of home ownership is still alive and strong. We can help you secure funding to invest in property.
Learn more
I want to protect my family
You work hard to protect the most important people in your life. Appropriate insurances can provide additional peace of mind and security.
Learn more
I'm nearing retirement
Planning for this next phase in your life can feel overwhelming. Let's implement a strategy for you to achieve your ideal retirement.
Learn more
Working with us is simple
We work hard to make the process easy for you and will empower you with education along the way.
1
Discover
We take the time to understand your big life and financial goals
2
Analyse
A deep dive into what you're wanting to achieve
3
Implement
Robust systems and expert oversight to bring the plan to life
4
Monitor
Your financial plan is a constant work in progress
Ready to find out more?
Speak with us
PFG Financial Services helps hard-working people get more from their money. With offices in Melbourne and Brisbane, we are here to serve people right across Australia.
Copyright © 2024 PFG Financial Services.
PFG Financial Services Pty Ltd ABN 23 052 977 189 and, PFG Global Pty Ltd (ABN 50 679 416 839, ACN 16 1691 103) as trustees for The Trustee for PFG Financial Services Trust, trading as PFG Financial Services (Global), are authorised representatives and credit representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
For further details including financial services we can offer you and how we are remunerated, please read:
PFG Financial Services FSCG v.1a.1-1PFG Financial Services Pty Ltd ABN 23 052 977 189 and, PFG Global Pty Ltd (ABN 50 679 416 839, ACN 16 1691 103) as trustees for The Trustee for PFG Financial Services Trust, trading as PFG Financial Services (Global), are authorised representatives and credit representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
For further details including financial services we can offer you and how we are remunerated, please read:
PFG Global FSCG v1a.1
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.