PGFS is a long-established boutique financial services firm in Australia, renowned for its dedication to providing professional guidance aimed at enhancing the financial well-being of over 3,000 clients. specialising in personalized financial planning and investment advice, PGFS caters to clients at various stages of life, whether they are embarking on their careers, midway through, or enjoying retirement. Led by Sab Troncone, a seasoned planner and director with a rich background in the insurance and investment sectors, PGFS was founded in 1995 with a commitment to prioritizing clients’ interests, a principle that has underpinned the firm’s enduring success.
With a team that includes experienced professionals like Garry McCormick and Gregg Pethick, PGFS offers comprehensive financial services tailored to meet the diverse needs of clients from different backgrounds and income brackets. Garry, who joined PGFS in 2005, specializes in assisting clients in safeguarding their lifestyles and assets while planning for a secure retirement. Gregg, with a wealth of experience in financial institutions and a focus on small to medium-sized businesses, brings a meticulous eye for detail to his work, ensuring clients receive expert advice on business succession and financial planning. Amanda, a senior paraplanner and office manager, complements the team with her expertise and dedication to helping clients set and achieve realistic financial goals.
At PGFS, the client always comes first, reflecting the firm’s ethical commitment to providing top-notch financial services and fostering long-term partnerships with clients. By prioritizing the interests of their clients, PGFS has established a reputation for excellence and sustained growth in the financial services industry. With a philosophy centered on mutual success and a focus on developing professionally structured financial plans, PGFS remains dedicated to helping clients navigate their financial journeys with confidence and expertise.