Financial Planning

Astute financial planning advice is a fundamental component of your overall wealth and financial management and planning ... particularly in the current volatile market conditions.

By providing this service in-house in accordance with our value proposition, we can provide a “one stop shop” making it easier for you to get great advice close to home in a friendly environment. We can even come to you if that suits. By maintaining control of the financial planning aspects of your financial advice, we can ensure that you receive proactive and supportive service.

See our 6 steps to financial planning.

Read about how we have helped some of our clients :

Why is Investment Diversification important?
Margin Lending - is it for me?
Do you have a Savings Plan?
Are you eligible for the Government Co-Contribution?
Personal Insurances - is it time for a review?
Can you make a Spouse Super Contribution?

PCMFS is authorized, via its Senior Financial Planner Shaun Thatcher, to assist you in all
areas of wealth creation including:

General investment advice
Advice in respect of specific investments
Strategic and investment guidance in relation to Superannuation
- retail and wholesale superannuation
- self managed super funds
Products to legally reduce your tax
Gearing
- home equity borrowing to invest
- margin lending
- internally geared investments
Succession, retirement and pension strategies including Centrelink entitlements
Business and personal insurance cover to ensure you and your family are protected
- life
- total and permanent disability
- trauma
- income protection
Tax effective estate planning including wills and powers of attorney

We also provide a personal administration service to our older clients whereby we take care of the administration of all their investment paperwork, enabling them and their families to have peace of mind that their affairs are being maintained. This includes document collection and collation, recording transactions in an accounting package to enable easy reporting and liasing with our client's accountant to ensure ease of taxation document preparation.

Whether it’s investment strategy, a plan of attack or proven investments you’re after, PCM Financial Services Pty Ltd can help.

PCM Financial Services Pty Ltd is a corporate authorised representative of Wealthsure Pty Ltd, Australian Financial Services License No 238030.