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PGD Financial Services

(02) 9241 3214 Get in touch
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Client Experience

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Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. Then we follow a disciplined, six-step process to create a personalised strategy, tailored for you. The relationship you have with PGD Financial Services is an ongoing one. We are your financial advisers not just for 1 year but for many. Life is a journey full of moments, as your financial advisers we are your sounding board on how to best approach these moments in time.
 

Defining the scope of engagement

In our first meeting we will explain the process that we will follow, find out your needs and make sure they can meet them. We will also talk you through our background as financial advisers and our fee structure.

Identifying your goals

Next, we build on our understanding and work with you to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.

Assessing your financial situation

Once we have identified your short and long term goals, we then take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.

Preparing your financial plan

Once we have a clear understanding of your individual goals and your financial situation, we will then recommend suitable strategies, products and services, and answers any questions you have.

Implementing recommendations

Once you’re ready to go ahead, your financial plan will be put into action; where appropriate, we may work with specialist professionals, such as an accountant or solicitor as identified.

Reviewing the plan

Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important your financial plan is regularly reviewed, to make sure you keep on track.

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.