We utilise extensive investment research to provide specialist investment and superannuation portfolio management for clients, without the impost of commissions or entry/exit fees where possible.
Being independently owned we are not aligned with any major institution. We prefer to charge clients directly for our services rather than being indirectly paid by an investment ‘product’.
PFG is an authorised representative of Lonsdale Financial Group, an Australian Financial Services Licensee, who specialise in providing financial services for Accounting firms around the country.
Our Financial Services Guide with relevant disclosures is available here for your reference.
