Financial clarity for every life stage
PGFS is a boutique financial services firm delivering professional guidance that improves the financial position of more than 3,000 clients — with a plan built in partnership with you.
- 3,000+
- Clients advised
- 30 yrs
- Established 1995
- 8
- Areas of advice
Advice that follows you
Personalised planning through your various life stages
Starting out
Savings plans, insurance and the habits that compound over a career.
Mid-career
Superannuation strategy, gearing, family protection and portfolio growth.
Pre-retirement
Transition to retirement, contribution caps and tax-effective structures.
Retired
Income streams, Centrelink entitlements and estate planning done right.
Service offerings
Professional help where it matters most
Our philosophy
We have always put the interests of our clients first
It is professionally ethical to do so, and it is the key driver behind the continuing growth of our firm. It's a win/win business philosophy — and it's why clients stay with us for decades.
Your success is our priority.
Meet the teamYour advisers
Sab Troncone
Senior Planner & Director
Industry since 1984
Garry McCormick
Financial Planner
Industry since 1996
Gregg Pethick
Financial Adviser
Industry since 2006
Peter Pepicelli
Financial Adviser
Industry since 2017
Let's build a plan worth sticking to
Talk with a PGFS adviser about where you are now and where you want to be.