Wealth Creation.
The key to successful wealth accumulation is to set clearly defined and realistic goals, and to then design a plan that will act as a 'road-map' to assist you in the achievement in these goals.

Because we've been around so long, we like building up long-term relationships with clients. All of the advice that we provide is documented as a written plan so that it can be referred to, updated and used as a tool to keep clients on course to successfully achieve their planned financial goals and lifestyle ambitions.

At PCL Financial Planning we have a range of financial planning services to get you to where you want to be.

ADVICE - UNDERSTANDING - RELIABILITY. Three key words when you are looking at planning for your future. Our professional, salaried financial advisers can help you with your investment, insurance and retirement planning.

Our senior financial planner, Geoff Wilson has had almost two decades in the industry. Geoff has the experience and the integrity to make sure all of your bases are covered.

The first step in the process is to thoroughly understand your needs. We do this by setting up an obligation free meeting where we go through your current circumstances and future goals. We make sure we learn all we can about you.

We'll go through things such as:

• Your reasons for seeking financial advise and your expectation of our services
• Your attitude towards investment risk and your overall investment profile
• Your short, medium and long term financial goals, and where you are at present in relation to where you want to be

And we'll discuss all of the options with you.

The next stage is to prepare a financial plan or statement of advice (SOA) for you. This written plan will contain all the information and strategies necessary to guide you in the achievement of your stated goals.

Authorised Representatives
Geoff Wilson Adv Dip FS (FP) Jenny Gales Adv Dip FS (FP)
PCL Financial Planning Pty Limited ABN 51124070097
Authorised Representatives GWM Adviser Services Limited (Trading as MLC Financial Planning) ABN 96002071749
Australian Financial Services Liscensee

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