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With combined Accounting and Tax experience well in excess of 90 years, we have a 17-strong team of professionals ready to assist you for all of your accounting needs.

LEARN MORE +

Financial planning is about creating a clear path to help you achieve the life that you want.

At PAM Financial Advisors our experienced team provides a personalised financial planning service which is tailored to your individual needs throughout your lifetime.

We will provide you with a professional and trustworthy service to ensure that you feel comfortable and in control of your financial situation.  It is important to us to help you achieve financial security and peace of mind.

Our advisers provide a complimentary first appointment to discuss your key concerns. Our initial meeting is all about getting to know you and seeing how we might be able to improve your situation. There are no obligations. Please feel free to get in contact with us for more information.

financial-planning-1

At PAM Financial Advisors we are approachable and accessible and recognise that strong and lasting professional relationships are dependent upon mutual trust and respect.

OUR ADVICE TEAM

grant-arnold

Grant Arnold

Proprietor – PAM Financial Advisors, Chartered Accountant, Financial Advisor

Grant believes that there are many benefits that he can provide to his clients by offering expert advice on all of their financial requirements and structuring each client’s affairs to help them achieve their financial goals and aspirations

OUR SUPPORT TEAM

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JOANNE ARNOLD

Proprietor – PAM Financial Advisors, Chartered Accountant, Financial Advisor

Grant believes that there are many benefits that he can provide to his clients by offering expert advice on all of their financial requirements and structuring each client’s affairs to help them achieve their financial goals and aspirations

We understand that everybody is different. PAM Financial Advisors provides tailored advice on a range of financial matters which take into account the different stages of our client’s lives. We work closely with each client to ensure we are delivering the right service at the right time to meet the right need. We provide advice in the following areas:

Superannuation

  • Review and analysis of your current superannuation strategies

  • Superannuation contributions

  • Self Managed Superannuation

  • Choosing the most appropriate superannuation fund for you

  • Assistance with consolidating of super funds and reducing the fees that you pay

  • Keeping you up to date with legislative changes

Wealth Creation and Investment strategies

  • Managed investments and shares

  • Flexible investment strategies that adapt to your age and investing needs

  • Tax effective investing and gearing strategies

  • Regular deposit and investment plans

  • Budgeting and cash flow strategies

Retirement Planning

  • Advice about how much super you need for a comfortable retirement

  • Transition to retirement strategies – helping you to minimise tax and maximise super contributions before you retire

  • Providing flexible and tax effective income in retirement to meet your living expenses

Personal Protection and Estate Planning

  • Protect your family from the unexpected

  • Life Insurance, Total and Permanent Disability, Income Protection and trauma cover

  • Structuring your insurance to take advantage of tax deductions and minimise impacts to your cash flow

  • Estate Planning strategies

Centrelink Advice

  • Explanation of Centrelink rules and entitlements

  • Helping you to maximise your potential benefits

  • Assistance with completion of Centrelink forms

Aged Care

  • Explaining the financial options available to you upon entry into an aged care facility

  • Income strategies to assist with aged care funding requirements

  • Assistance with liaison with other professionals and aged care providers.

FOR ACCOUNTING ADVICE

grant-arnold

Contact Details:

Phone Number: 0420 000 000

Email: financialadvisors@pam.com.au

Address: XXXXXXXXX

sample2

Contact Details:

Phone Number: 0420 000 000

Email: financialadvisors@pam.com.au

Address: XXXXXXXXX

PAM Financial Advisors Pty Ltd is a Corporate Authorised Representative of Securitor Financial Group Ltd, 200 Barangaroo Avenue, Barangaroo NSW 2000.  ABN 48 009 189 495  AFSL  240687. Your adviser may offer you services through Pinker Arnold & McLoughlin Chartered Accountants which is a separate business. Although the same adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services provided by PAM Financial Advisors Pty Ltd. The information provided on this website is general in nature and does not constitute advice. Because of this, you need to consider whether the information is appropriate in light of your financial situation and your particular needs and objectives.

logo3

PAM Financial Advisors will assess all aspects of your financial situation and can help you meet your lifestyle and financial objectives

LEARN MORE +

Financial planning is about creating a clear path to help you achieve the life that you want.

At PAM Financial Advisors our experienced team provides a personalised financial planning service which is tailored to your individual needs throughout your lifetime.

We will provide you with a professional and trustworthy service to ensure that you feel comfortable and in control of your financial situation.  It is important to us to help you achieve financial security and peace of mind.

Our advisers provide a complimentary first appointment to discuss your key concerns. Our initial meeting is all about getting to know you and seeing how we might be able to improve your situation. There are no obligations. Please feel free to get in contact with us for more information.

financial-planning-1

At PAM Financial Advisors we are approachable and accessible and recognise that strong and lasting professional relationships are dependent upon mutual trust and respect.

OUR ADVICE TEAM

grant-arnold

Grant Arnold

Proprietor – PAM Financial Advisors, Chartered Accountant, Financial Advisor

Grant believes that there are many benefits that he can provide to his clients by offering expert advice on all of their financial requirements and structuring each client’s affairs to help them achieve their financial goals and aspirations

OUR SUPPORT TEAM

sample2

JOANNE ARNOLD

Proprietor – PAM Financial Advisors, Chartered Accountant, Financial Advisor

Grant believes that there are many benefits that he can provide to his clients by offering expert advice on all of their financial requirements and structuring each client’s affairs to help them achieve their financial goals and aspirations

We understand that everybody is different. PAM Financial Advisors provides tailored advice on a range of financial matters which take into account the different stages of our client’s lives. We work closely with each client to ensure we are delivering the right service at the right time to meet the right need. We provide advice in the following areas:

Superannuation

  • Review and analysis of your current superannuation strategies

  • Superannuation contributions

  • Self Managed Superannuation

  • Choosing the most appropriate superannuation fund for you

  • Assistance with consolidating of super funds and reducing the fees that you pay

  • Keeping you up to date with legislative changes

Wealth Creation and Investment strategies

  • Managed investments and shares

  • Flexible investment strategies that adapt to your age and investing needs

  • Tax effective investing and gearing strategies

  • Regular deposit and investment plans

  • Budgeting and cash flow strategies

Retirement Planning

  • Advice about how much super you need for a comfortable retirement

  • Transition to retirement strategies – helping you to minimise tax and maximise super contributions before you retire

  • Providing flexible and tax effective income in retirement to meet your living expenses

Personal Protection and Estate Planning

  • Protect your family from the unexpected

  • Life Insurance, Total and Permanent Disability, Income Protection and trauma cover

  • Structuring your insurance to take advantage of tax deductions and minimise impacts to your cash flow

  • Estate Planning strategies

Centrelink Advice

  • Explanation of Centrelink rules and entitlements

  • Helping you to maximise your potential benefits

  • Assistance with completion of Centrelink forms

Aged Care

  • Explaining the financial options available to you upon entry into an aged care facility

  • Income strategies to assist with aged care funding requirements

  • Assistance with liaison with other professionals and aged care providers.

FOR ACCOUNTING ADVICE

grant-arnold

Contact Details:

Phone Number: 0420 000 000

Email: financialadvisors@pam.com.au

Address: XXXXXXXXX

sample2

Contact Details:

Phone Number: 0420 000 000

Email: financialadvisors@pam.com.au

Address: XXXXXXXXX

PAM Financial Advisors Pty Ltd is a Corporate Authorised Representative of Securitor Financial Group Ltd, 200 Barangaroo Avenue, Barangaroo NSW 2000.  ABN 48 009 189 495  AFSL  240687. Your adviser may offer you services through Pinker Arnold & McLoughlin Chartered Accountants which is a separate business. Although the same adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services provided by PAM Financial Advisors Pty Ltd. The information provided on this website is general in nature and does not constitute advice. Because of this, you need to consider whether the information is appropriate in light of your financial situation and your particular needs and objectives.

GET IN TOUCH WITH OUR FREINDLY TEAM TODAY. WE’D LOVE TO HEAR FROM YOU!

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