Financial Services with No Bull!
Welcome to PFP Wealth Group where we specialise in Accounting, Mortgages & Loans, Financial Planning, including Self Managed Super Funds. We take pride in getting to know our clients first and then structuring solutions to their financial position so they can achieve the retirement that they deserve. Many clients come to us to simply review their home loans or to get help sourcing a new home loan or investment loan. Others want a far more specialised service of looking into their super to see where they will be financially when they retire and to put in place some changes so that they won’t be so reliant on the aged pension. Or, you may simply want a professional tax accountant to give you some tax advice and prepare your tax returns for you. Whatever your financial requirements, PFP Wealth Group can cater for your needs.
Our client base is typically mums and dads who simply want to get ahead financially or who don’t fully understand what their financial position really looks like. They want to know what they can do to increase their chance of having the retirement they had always dreamt off. The earlier a client comes to us the more chance we can change their lives forever and get them onto a path of financial freedom. Sometimes a lot of changes are required and other times it is some small tinkering that gets them on track. Everyone is different and we treat everyone as an individual.
Most importantly, we are here to help
Need a personalised solution for your financial situation?
PFP Wealth Group specialise in a range of financial planning services including accounting, financial planning, mortgages and loans and SMSFs. We specialize in building wealth through the accumulation phase of our clients. We work with each client individually to tailor solutions to fit your specific circumstances.
