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PFS Group Financial Planning

PFS Group Financial Planning

ABN: 35 847 355 249 AFSL: 281013

PFS Group offers exclusive financial planning, superannuation, life and income protection insurance services to all clients of Peron Accountants.

PFS Group is jointly owned by the Directors of Peron Accountants and Peel Wealth Financial Planning (WA) Pty Ltd AFSL 231138. PFS Group is an authorised representative of Financial Wisdom Ltd AFSL No. 231138, a licensee under the Australian Financial Services Legislation (AFSL).

Rick Palmer, Principal of Peel Wealth, is our very experienced financial planner and is co-located with Peron Accountants in Rockingham. Rick is also an authorised representative of Peel Wealth Financial Planning Pty Ltd.

Working together brings great synergies and ensures you always receive the most appropriate advice for your needs. Our team is highly qualified with the Principals each having over 30 years of experience working in their respective professions and importantly have over 20 years’ experience working together in the best interests of their clients.

How it works

Step 1: The initial appointment to assess and discuss your individual situation is free of charge.

Step 2: Should you agree to proceed a fee will be charged for preparing a detailed statement of advice.

Step 3: If you choose to have PFS Group implement the advice we can either charge on a fee for service basis or we can be paid by way of commission if the plan involves personal insurance products or placing funds in approved managed investments. Either way the initial plan fee you would have already paid will be credited against the implementation fee.

You will find more detailed information in the Financial Services Guide for PFS Group.

Our Financial Planning Services include:

Investments and Superannuation

Life, Disability, Trauma, Income Protection and Business Expense Insurance

Business Owners

PFS Group Financial Planning ABN 35847355249 AFSL No. 281013

PFS Group is an authorised representative of Financial Wisdom Ltd AFSL No. 231138