In our experience the big decisions in life are driven by emotion. Finance is a mechanism, for funding these decisions. We understand that cash flow is important not just having a large pool of assets.
PGD Financial Services is a financial, investment and succession planning advisory firm. We offer a personal Wealth Management solution. By listening to what our clients need we tailor our services to suit.
Our process of ongoing education and advice assist our clients to set, review and achieve their financial goals with strategies tailored to individual needs. All strategy and advice is provided in writing on a Service for Fee basis. We partner with our clients and work with their existing advisers, (e.g. Accountant, Lawyer, Bank Manager), in developing, implementing and reviewing their financial strategies. PGD Financial Services provides the overarching plan, expertise and project management ensuring all the pieces of the financial puzzle fit perfectly together.