• Financial Planners Payneham

    It’s never too early or too late to seek advice from financial planners, and the team at Personal Financial Solutions (PFS), located near Payneham, are the ones to help. They will look at your individual situation, discuss your options with you and create a financial plan to set you on the right path.

    PFS want you to achieve your goals and help you to make successful and fruitful investments. They do this by creating strategies for your unique situation and tailoring advice to get you closer to your goals.

  • Retirement Planning

    Heading towards retirement should be an exciting time to look forward to. At PFS, we will work with you, regardless of where you’re at, in terms of your stage of career. If you’re at the beginning of your career, PFS will help you set yourself up to live it up in your twilight years, and if you’re nearing the end of your career, the team are keen to help you manage your funds to ensure you have enough to live on and enjoy your retirement.

    We know your life is busy, so we can look at your superannuation in the accumulation phase and chat with you each year to discuss alternative investments and income streams.

    Transitioning to retirement? We can help with a Transition to Retirement (TTR) plan to benefit you financially by reducing your tax liabilities. Give PFS a call today, or call in to the office situated on OG Road, just near Payneham.

  • Self Managed Super Funds

    Everyone’s talking about Self Managed Super Funds, but is an SMSF right for you? Chat with Robert and the team to work out whether you need an SMSF, and let them work out an individualised plan for you.

    We reckon SMSFs are best suited to people who aren’t contributing to their own super fund, but are instead have a business leasing a property. We’re ready to talk about your options and give you advice based on your situation.

  • Wealth Protection and Insurance

    Whether you are new to business, or have a long established company, Personal Financial Solutions can work with you to find the best insurance and business protection options for you. From succession planning to business expansion, we will assess your situation and work out the best plan for you and your partners.

    Similarly, we can discuss life insurance options with you so you know your loved ones are safe and covered, should anything happen to you. At PFS, we believe every person should have life insurance and income protection. We will find the best product for you, based on your individual situation. 

  • About Personal Financial Solutions

    With experience gathered from years of experience in the financial sector, Robert and the team at Personal Financial Solutions are dedicated to working with you to help you achieve your goals and set you on the path to financial security and prosperity.

    At PFS, we are a wealth of knowledge and are ready to share it with you. Give us a call today.