Financial Advisors Central Coast
PFP Wealth giving you sound financial advice on the Central Coast
Our highly experienced financial advisors Central Coast offer a wealth of experience and knowledge when making sound financial decisions for you and your family. PFP wealth can work with you to tailor financial solutions that help you to reach your investment goals and get your finances set up for the future.
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.
Financial planning is taking advantage of all the investments opportunities available to you. With the right advice from our financial team and a patient investment approach, becoming a successful investor can be relatively simple.
Financial Advisors Central Coast – The value of sound financial advice.
Financial Advisors Central Coast – What We Do
PFP Wealth has a team of highly experienced financial advisors that will work with you to build personalised financial plans that aim to create, grow and protect your financial wealth.
Clients typically come to us with a goal of building wealth so that they can have a greater chance to achieve the retirement that they are hoping for. Together, we sit down and devise a plan that gives our clients a light at the end of the tunnel, so they can see that their goals can be a reality. The earlier a client comes to us the better chance we have to put them on the right path.
We look at our client’s whole financial position, which includes reviewing what savings can be made on their existing loans, what tax strategies we can implement to save some tax and what investment options they are currently undertaking to achieve wealth. Importantly, our clients must feel comfortable with the strategies we suggest so that they can actively see their goals developing. A large portion of a client’s wealth is in superannuation and we look closely at this to ensure their super is adequate for their goals and is being reviewed on a regular basis.
We specialise in:
- Selecting appropriate assets to build your wealth
- Wealth protection through personal insurance
- Superannuation strategies
- Self-managed Superannuation Fund (SMSFs)
- Tax planning to manage the amount of tax you pay
- Planning for your retirement
Financial Advisor or Accountant? Which one do you need?
When looking into the question of how to manage your finances, you’ll often come across information regarding both accountants and financial planners. These two professionals play important roles in managing, protecting and developing your income and wealth, but which one is right for you and your requirements and what you want to achieve? It comes down to your personal situation and goals.
What is the Difference Between an Accountant and Financial Advisor?
To explain in the simplest way, an accountant reports on and analyse financial transactions, do financial forecasting and auditing and put together financial statements, whereas financial planners assist people with retirement planning and managing wealth.
Our Financial planning team work with our accountant’s team to achieve the best results for our clients.
Is your income protected?
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PFP Wealth – Offering Sound Financial Advice on the Central Coast
As an overall financial planning service, 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. Other services we offer include mortgages & loans, SMSF, financial planning and accounting.
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 of. 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.
Whilst setting your financial goals is a great first step, constantly reviewing them is equally important. Superannuation plays a big part in your retirement and getting this right early is very important as it can have compounding results. Speak to us today to find out how we can help you build financial wealth and security with our experienced financial advisors Central Coast.
