PGFS Pty Ltd | Financial service

PGFS Pty Ltd

Phone: (08) 8373 7277

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23.01.2022 In your 40s? Here’s what you need to consider to financially get ahead. Being in your 40s often involves balancing many responsibilities that it becomes easy to neglect your own financial wellbeing. But it’s not too late to secure your future. Here are some tips that may help you financially make the most of your 40s. 1 | Create a plan... If you don’t have a financial plan, it’s time to get one. Ensure that it’s based on your needs and priorities. By working with a professional adviser, you may be able to tailor a plan that helps you optimise your ability to save and invest. 2 | Grow your savings Your 40s could be your peak earning years, so it may be a good idea to ramp up your savings and funnel some of your income into your superannuation or investment accounts. But be sure to do your homework and consult with a professional financial adviser about your options. 3 | Give your super a health check A quick super health check may help you optimise your retirement savings. For example, by choosing a different investment option or type of risk, you may be able to earn better returns on your super. If you have multiple funds, consolidating your accounts may help you save on fees. Again, seek advice from a professional adviser before acting. 4 | Avoid lifestyle creep People generally have a tendency to inflate their standard of living as they earn more and can afford more things, such as a better car or house. While it’s only natural to want the finer things in life, you’ll likely end up with little to no financial gain if your spending rises as quickly as your income. Try stick to your long-term financial goals and remember the big picture. 5 | Consider investing more Your 40s may be a good time to invest more or diversify your investments to help you grow your long-term savings. But keep in mind that it’s important to choose instruments that suit your risk appetite and time horizon. Developing a strategy with your financial adviser might make it easier achieve the return required to reach your financial goals. Call us today! #unley #adelaide #southaustralia #australia #finance #40andfabulous #savings #super #investment #investing #plan

23.01.2022 Swipe across for information on how the proposed Government changes could affect your financial position and the opportunities that may be available. To discuss how the key measures may impact your current situation, please contact us directly on 08 8373 7277 or email [email protected] #federalbudget #budget #2021 #2022 #finance #australia #governmentbudget

16.01.2022 #client #clientappreciation #feedback #5star

14.01.2022 If you are not able to visit us in person, or it is more convenient to work with us digitally, we have the capability and technology to make it easier for us to connect with you. We have also considered how we can do this in a safer online environment. We want to make working with us as easy and convenient as possible, which is why we use technology to streamline the way we share information. With cyber attacks at an all-time high, we’re also taking steps to make sure we keep... your personal information safe so you can share information with us without worrying it’ll end up in the wrong hands. Here’s what you can expect from us: a secure network and up-to-date devices regular back-up of our data no shared accounts or passwords a strong password management framework and two-factor authentication password protected documents if we need to share your personal information a process to report and resolve any suspicious activities or issues. What can you do to further protect your personal information? install anti-virus software on all your devices and regularly update the software use a strong password or unique passphrase and activate two-factor authentication where possible don’t share your personal information or whereabouts on social media never give out your personal information over the phone unless you’ve properly identified the caller and let us know if you see an email from us that you think may be a scam. Protecting your personal information will always be a priority for us, and we will continue to make it easier, and safer, for you to work with us. If you are ready to connect with us online, we would love to hear from you, so please get in touch with us today. #adelaide #finance #technology #communication #PGFS #australia See more

13.01.2022 Research tells us that the benefits of financial advice extend far beyond measurable financial gains to improved well-being and increased personal happiness.. We will work with you and take into account your whole situation and unique circumstances. We will tailor a plan to help you achieve your short and long-term goals as well as protect you, your assets and loved ones. #pgfs #finance #adelaide

12.01.2022 Please do not hesitate to contact us during these uncertain times, whether you’re an existing client or a new client seeking financial advice, we are available to assist! 08 8373 7277 [email protected] ... Consultum Financial Advisers Pty Ltd I ABN 65 006 373 995 I AFSL 230323 I Part of the IOOF Group #finance #superannuation #insurance #personalriskinsurance #australia #adelaide #unley #southaustralia #covid19 #covid #open #buisnessasuaual See more

11.01.2022 Meet Melissa My introduction into the world of financial planning was a personal one. As a young adult, I sought professional investment advice to help set up my financial future and I was really inspired by the personable service I received. I have 18 years’ experience in the financial service industry. Working at PGFS for 10 years and as a Financial Adviser for the last 5 years. I believe there is no boundaries around age or income when it comes to seeking financial ...advice, the earlier you set up good habits the better the outcome will be. In my role as a Financial Adviser, I have the privilege of working with clients to identify their financial goals and work through strategies to help protect and grow their wealth. PGFS and Funding Options are a collaborative team. Let our experienced and diverse team guide you and your family through a total debt to wealth solution See more

09.01.2022 Contact PGFS for further information tailored to your specific circumstances: 08 8373 7277 [email protected] ... This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial adviser and seek tax advice from a registered tax agent. Information is current at the date of issue and may change. Consultum Financial Advisers Pty Ltd I ABN 65 006 373 995 I AFSL 230323 I Part of the IOOF Group #finance #superannuation #australia #adelaide #unley #pgfs #financialplanning

07.01.2022 Get in touch with one of our financial advisers today about reviewing your personal risk insurance to ensure that you and your family will be taken care of... Simply call us on 83737277 or email [email protected] to arrange an appointment. #personalinsurance #riskinsurance #insurane #australia #finance #financialadvisers #facts

04.01.2022 The reason for personal risk insurance may be a scary topic but it’s nevertheless a crucial part of any financial plan. At PGFS we can; Help interpret the various insurance policies and find the right mix of cover to suit your needs, Outline the pro’s and con’s of waiting periods, different insurance providers and premiums (cost),... Based on your current investment portfolio and earnings we can ensure your level of income is protected should the unexpected happen. It usually takes something frightening, like a friend or family member who gets sick or has an accident that causes a personal wake-up call. Don’t leave it too late, contact us today: 08 8373 7277 [email protected] This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial adviser and seek tax advice from a registered tax agent. Information is current at the date of issue and may change. Consultum Financial Advisers Pty Ltd I ABN 65 006 373 995 I AFSL 230323 I Part of the IOOF Group #finance #superannuation #insurance #personalriskinsurance #australia #adelaide #unley

02.01.2022 #client #customersatisfaction #appreciation #review #covid #covid19 #unley #finance #advice #adelaide #australia