Holistic

We believe that a holistic approach to financial planning & wealth management whereby we take into account all of your goals & objectives (in addition to helping you better structure & manage your affairs) proves to produce the best outcomes for clients over time.

We also have relationships with Tax Accountants, Lawyers and other specialist professionals that we work with (or alternatively we can work with a client’s pre-existing Lawyers, Accountants or advisors). This also helps to simplify our client’s world & remove the many headaches & stresses that come with managing an increasingly complex array of financial affairs in an ever-changing world.

At PCM, our central focus is in helping our clients better understand and navigate the increasingly complex world around them, especially from a financial advice & investment management perspective. In order to do this, we endeavour to educate more than advise, to empower rather than prescribe, and to do so in a simple easy to understand manner.

In addition to full-spectrum strategy advice that can also include comprehensive SMSF & retirement planning.

Limited Advice focussed on an investment approach

We understand that and appreciate that not everyone will want or require holistic advice and or a new adviser. If you already have a good relationship with your Accountant or Financial Planner, we recommend that you “keep them”. We are happy to work with existing professionals and clients who are just looking to engage PCM for a set investment approach.

There are different ways this can be implemented but suffice to say that we recognise clients are different and will require different levels of services. Best to contact us for a discussion.

Second Opinion Service

 If you would like a second opinion on your situation, please contact us to organise a time to sit down with us.