PGD Financial Services is a specialist financial, investment and estate planning advisory firm. We listen to what our clients need and tailor our services to those needs. Our process of ongoing education and advice assists our clients to set, review and achieve their financial goals with strategies tailored to individual needs. All strategy and advice is provided in writing on a Service for Fee basis. We work with our clients and their existing advisers, (e.g. accountant, lawyer), in developing, implementing and reviewing their financial strategies.
Specifically, we provide written strategies and advice on:
• Cash Flow/Debt management;
• Asset protection;
• Investments, (including borrowing for investment);
• Retirement planning;
• Superannuation, (specialising in Self-Managed superannuation);
• Taxation implications of financial strategies;
• Social security;
• Salary packaging;
• Estate planning;
• Personal Insurances;
• Business Succession Planning & Insurances to protect your business.
Our clients include:
• Professionals, executives, mums and dads, small to medium sized enterprise owners, developers, expatriates and;
• Companies, Self-Managed Superannuation Funds and Family Trusts.
Our Australian and international client needs are currently serviced through our office located in the Sydney CBD.
Harry Mantzouratos (Authorised Representative No. 250024) of PGD Financial Services (Corporate Authorised Representative No. 253371) is an authorised representative of Godfrey Pembroke Group Pty Ltd ABN 38 078 629 973, an Australian Financial Services Licensee, Registered office at The Bond, Level 3, 30 Hickson Road, Millers Point NSW 2000.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Level 3, 7 Bridge Street (Burns Philp Building),australia
- Phone
- +61 029-241-3214
- en****@****dfs.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- pgdfs.com
- Keywords
- Business Succession Planning, SMSF, Personal Insurance, Personal Estate Planning, Investments, Property, Tax Planning, Superannuation, Small Business, Expatriate, Shares, Managed Funds, Executives, Retirees, SME, Family Trust.
- HQ
- Sydney, NSW
Pgd Financial Services Questions
Pgd Financial Services's helpline number is +61 029-241-3214
Pgd Financial Services's website is pgdfs.com
Pgd Financial Services's LinkedIn profile is https://au.linkedin.com/company/pgd-financial-services
Pgd Financial Services has
2 employees.
View email and phone details for 2
employees at Pgd Financial Services.
Pgd Financial Services's industry is
Financial Services
Pgd Financial Services's top competitors are
Act2 Solutions,
Ips Wealth Management,
Superannuation Audit Services,
Parker Financial,
Soho Accounting,
Harvest Financial Group,
Ppk Mining Equipment,
Beresfords Wealth Management,
Investlink Group,
Much More Than Money.
Pgd Financial Services's support email address is enquire@pgdfs.com
Pgd Financial Services's categories are Financial Services
Pgd Financial Services's founding year is 2001
