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.
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.
At PAM Financial Advisors we are approachable and accessible and recognise that strong and lasting professional relationships are dependent upon mutual trust and respect.
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
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:
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
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
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
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
Explanation of Centrelink rules and entitlements
Helping you to maximise your potential benefits
Assistance with completion of Centrelink forms
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.
PAM Financial Advisors will assess all aspects of your financial situation and can help you meet your lifestyle and financial objectives
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.
At PAM Financial Advisors we are approachable and accessible and recognise that strong and lasting professional relationships are dependent upon mutual trust and respect.
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
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:
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
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
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
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
Explanation of Centrelink rules and entitlements
Helping you to maximise your potential benefits
Assistance with completion of Centrelink forms
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.
