• Financial Planners Elizabeth

    For sound, personalised advice for your future, chat to the financial planner at Personal Financial Solutions (PFS) today. They’re the locals who get to know your financial situation and your goals before tailoring a plan to secure your economic future.

    Located near Elizabeth, PFS want to set you on the right path, no matter what your stage of life. Whether you’re seeking retirement advice, have questions about superannuation, want to know about insurance, or seeking advice on how to save for a house, PFS have got you covered. Give them a call to discuss your options and let them find solutions for you.

  • Retirement Planning

    No matter what stage of life you’re at, PFS can help you to plan for the best retirement possible. If you’re nearing the end of a long career, Robert and the team will work with you to develop a Transition to Retirement (TTR) strategy, or work out how to get the best out of your pension.

    If you’ve only just begun your career, or part way through, speak to PFS about superannuation accumulation solutions. PFS will look at your super in the accumulation phase and meet with you each year, as it grows, to discuss investments and income streams.

  • Self Managed Super Funds

    All the buzz at the moment is about Self Managed Super Funds (SMSF) but are they really right for you? We’re not so sure every person needs an SMSF, so give us a call to work out whether you are getting the best from your superannuation fund, and whether we can find a better solution for you. We’re here to answer your questions about SMSF.

    There’s a lot of hype about retail versus industry super funds, but we reckon it’s up to you and your personal needs. Let us have a look at your super and create a solution that works best for you.

  • Wealth Protection and Insurance

    Is income protection necessary? We think it’s pretty handy. Income Protection insurance can provide a monthly payment of up to 75% of your income if you are temporarily unable to work due to illness or injury. This money can be used to meet your ongoing living expenses and financial commitments while you recover. Give us a call, or come and see us at our office to discuss the best income protection for you.

    Like income protection covers you during illness, life insurance covers your loved ones if something should happen to you. Let us find the best insurance solution for you at Personal Financial Solutions.

  • About Personal Financial Solutions

    Robert and the tem at Personal Financial Solutions have years of experience in the industry, and are committed to finding the best financial strategies for you. We tailor individualised plans to suit your life, as we understand, everyone is different and wants to achieve different goals.

    Talk to PFS today about your plan for tomorrow. We’re a wealth of experience.