• Financial Planners Mawson Lakes

    The team at Personal Finance Solutions, located near Mawson Lakes, stand ready to assist you in reaching your financial goals, whatever your circumstances or stage of life. Everybody’s financial needs are unique and we understand that; in fact knowing this and considering your individual requirements is at the core of everything we do. Effective financial planning is an important aspect of any successful life and, with years of experience in the industry, PFS can give you the right advice to help secure your future. With a range of focus areas including wealth accumulation, superannuation, retirement planning, and business and wealth protection, we can put together the individualised financial plan that’s right for you. 

  • Retirement Planning

    Decisions around retirement planning are among the most significant that you will ever make, so it pays to consult a financial expert like Robert at PFS, who can help you to make the right choices for a secure and enjoyable life after you finish working. The resources required for retirement will be different for each person, so it is vital that all your individual circumstances are considered when putting together a plan. Importantly, we begin by asking you what you want from retirement and work from there. We will also assist in developing a strategy for transitioning into retirement for those who are not quite ready to finish working but wish to make a gradual change.

  • Self Managed Super Funds

    Self-managed superannuation is another of our specialty areas which may suit your financial circumstances. We have the experience to give you the right advice about whether this is the right choice for you and, if so, we will look at the kind investment strategies to make this a success. A Self Managed Super Fund (SMFS) can give you control of your wealth, presenting an option of great value for many people.

  • Wealth and Business Protection.

    It is important to consider measures for when life doesn’t go to plan. Life insurance and income protection are just two measures that will secure your finances should the need arise, giving you peace of mind. Business protection measures such as buy/sell insurance and ownership protection will secure the future of your business should circumstances change. Talk to us and we will give you the kind of individualised planning advice to make the right choices here.

  • About Personal Financial Solutions

    PFS is authorised Representative of GWM Adviser Services Limited, and therefore has the resources to provide whatever financial planning you require. With years of industry experience and our client-focused philosophy, we tailor a plan to meet your specific wealth needs. Servicing Mawson Lakes and the northern suburbs, give us a call today to make an appointment. We are more than happy to come to you.