• Financial Planners Klemzig

    Whatever your stage of life, it’s important to have a plan. Whether you are at the end of your career or just starting out, seeking the assistance of financial planners will help you to secure the future you dreamed of. Located in Klemzig, Personal Financial Solutions are dedicated to creating an individualised plan to get you nearer your goals. The team at PFS will work with you to ensure your choices have you on the right track, and will give you sound advice to make informed decisions.

  • Retirement Planning

    Robert and the PFS financial advisers know that everyone has their own retirement dream. That dream may be laying on the beach with a cocktail, travelling the countryside in a campervan, cruising your days away on a Harley Davidson or just pottering in the garden. That’s why PFS will work with you on your very own, unique retirement plan. Whether it’s managing your superannuation accumulation, planning your transition to retirement, or working out how to manage your pension, Personal Financial Solutions will devise an individual strategy for you.

  • Self Managed Super Funds

    Is a Self Managed Superannuation Fund the best value for you? At PFS, we’re don’t believe every person should have an SMSF. Chat with Robert to discuss whether as SMSF is right for you. We believe SMSFs are great if you have a solid understanding of investment strategies, and want to control the investment. SMSF can be good value if your business is leasing a property and you aren’t contributing to your own superfund. Let’s talk about your SMSF options today. Give us a call or drop into our office, conveniently located on OG Road Klemzig, today.

  • Business Protection

    Chat with Personal Financial Solutions about revenue protection, business expansion or succession planning today. We create strategies based on your individual business, so come and see us for a unique, personal touch. Talk to us about insurance for your business for all partners and shareholders. PFS have the knowledge and skills to work through your best options and financial solutions.

  • About Personal Financial Solutions

    With years of experience in the industry, Personal Financial Solutions have grown from the ground up and are keen to impart their knowledge to their clients. Tailoring financial solutions and planning to secure your economic future, PFS will establish your goals and help you to work towards them using a personalised plan.

    An authorised Representative of GWM Adviser Services Limited, PFS have the skills to prepare and produce the most appropriate advice for your situation based on resources and products offered by a broad range of fund managers and other financial institutions.

    Contact Personal Financial Solutions today to secure your future.