Company description
PF Private Wealth (PFPW) is a research based financial advisory business. Our office is based in Geelong VIC. We position ourselves in what we call the New World of financial advice where our beliefs and mindsets are focused on delivering more financial certainty for our clients based on the outcomes that are important to them.
We invest time, energy and interest in learning about your aspirations. At our first meeting we conduct a “Discovery” to help our clients discover their desires, wants and ambitions.
Our core beliefs mean:
• Clients desire their financial outcomes more than our financial products or services.
• We recognise our role is to maximise the probability of our clients achieving their financial outcomes amidst the inevitable uncertainties, which are core to every financial advice proposition.
• Managing the financial behaviours of our advice clients will, over time, have a greater impact on the achievement of their financial outcomes than placing them in today’s best product or delivering today’s best services.
