• Financial Planners Golden Grove

    At Personal Financial Solutions (PFS), we are committed to finding the right financial planning solutions for you. With years of experience in the industry, talk to the financial planners who work for you. We develop individualised financial plans to set you on the path to a fruitful and prosperous financial future.

    Located near Golden Grove, we are the locals who are dedicated to working alongside you to determine a successful future, despite your stage of life or current economic situation.

  • Retirement Planning

    Are you planning your retirement? Are you early in your career? At PFS, it doesn’t matter where you’re at, we are here to help you to live out your retirement years however you’ve dreamed it to be. Whether you plan to be skydiving in New Zealand or painting landscapes in the countryside, PFS can help you there with one of their individualised financial plans.

    Talk to us about your Transition to Retirement (TTR) plan, your pension, or your superannuation accumulation. We will work with you to get the most out of your money.

  • Self Managed Super Funds

    Have you been considering the option of a Self Managed Superannuation Fund (SMSF)? We’re not convinced everyone needs a SMSF, despite all the hype surrounding them. Give us a call at PFS, or drop in to our office, located close to Golden Grove, and we can work through your options.

    What about retail versus industry superannuation funds? Do you know the best fund for you? At PFS, we’ll look at your goals and objectives to work out the best fund for you. We don’t think super should be about retail versus industry super; we think it should be about you and your retirement. Let us help you plan for the best retirement you can have.

  • Wealth and Business Protection

    At PFS, we believe every person should have life insurance. Let us talk to you about insurance appropriate to you that will suit your budget and cover your loved ones, should anything happen to you.

    Secure your investments and business by letting us find insurance products and a suitable plan to cover you, your family and your business partners.

  • About Personal Financial Solutions

    Robert and the Personal Financial Solutions team have years of experience in the industry and a range of resources to help you to make financial choices appropriate to you and your goals. We are an authorized representative of GWM Adviser Services Limited, so we have access to a broad range of products offered by fund managers and financial institutions.

    We are a wealth of knowledge when it comes to financial solutions, so let us get you on the path to your economic future today.