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Investments & Wealth Creation

Build wealth and accumulate assets

Building a portfolio of positive assets can be a complicated and enduring process. Ensuring sustainable and long term wealth requires financial planning that includes superannuation strategies, accounting, investment managing, gearing, estate planning, and other wealth management services.

A PFG Financial Planner can help you with wealth creation advice so you can begin to reach your financial goals, whether they are building upon your immediate income or building sustainable wealth.

It’s a complex area but we try to make it as easy as possible for you.

Talk to us today with no obligation about how we can incorporate wealth creation strategies into your financial plan.

Feel free to contact us on (03) 9375 5100 in Melbourne or 1800 767 657 in Brisbane, or simply book a no-obligation consultation.

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I would like to thank you and PFG staff for a wonderful surprise card and gift card from you for my birthday, it’s just a lovely warm gesture much appreciated!! Thank you all from the bottom of my heart.

Teresa Boscaglia

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 V9.0  & PFG Global Pty Ltd Financial Services & Credit Guide V 9.0 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.