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PGD Financial Services

(02) 9241 3214 Get in touch
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About Us

Meet Our Team

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.

 

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.