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PGD Financial Services

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Life Events

Life events often trigger the need for financial advice. Below are a number of “triggers” we have come across and the areas of financial advice we are able to provide in order to deal with the event.

confused-250x250No Plan Feeling

People often feel like they have no direction with their finances. We can provide active advice on areas that add value and optimize the clients financial position.

Atlanta-GA-Divorce Divorce

We can assist in divorce negotiations and tax planning. Your assets and superannuation will need to be reviewed and managed to optimize your financial future. Divorce does not annul Wills and therefore we can facilitate new estate documentation.

retirement-001 Retirement

Whilst in retirement maximizing cash flow so that lifestyle is funded is key. Looking at superannuation, investments implementing tax strategies and achieving your estate objectives are fundamental areas to this phase in life.

will-lawyer-cairns Bereavement

Understanding what you want to see happen and then putting in place strategies which achieve this will give you and your loved ones piece of mind. We can put in place a Will which meets your wants. Create strategies which help maintain your families lifestyle.

Marriage-1 Marriage

This is an exciting and often overwhelming time. Marriage comes with many financial implications. Often after marriage, we look at personal insurances; budget & cash flow planning; asset protection; home ownership structuring & estate planning.

buying-property-in-uruguay-460x250 Purchasing Property

Residential vs Investment; good and bad debt; personal insurances; maximizing cash flow.

Cute-School-Children-Photo-5 Children

Schooling and education; personal insurances.

images3 Starting a Business

Structuring; planned and unplanned exits; shareholders agreements; buys sell agreements and funding; maximising value to shareholders.

images22Disablement, Accident or Injury

Enduring powers of attorney; advance health directives and enduring guardianships; disablement cover.

Moving-Interstate-RemovalsMoving Interstate or Overseas

Tax planning (non residency if overseas); health (loss of Medicare?); Living Away From Home allowance; residential home.

Contact PGD Financial Services

Plaza Building Level 9
87-95 Pitt Street Australia Square
Sydney 2000

P: (02) 9241 3214
F: (02) 9241 3147
E: enquire@pgdfs.com

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PGD Financial Services PGD Financial Services (ABN 64 095 596 339) are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451, a member of the IOOF group of companies.