Advisory Services

At PFG and Associates, our commitment to your financial well-being extends beyond accounting and taxation. We offer a comprehensive suite of advisory services, harnessing our expertise to help you make informed decisions in various aspects of your financial journey.

Estate Planning and Trust Formation

Our advisory services encompass estate planning and the formation of trusts. We guide you in creating robust estate plans, ensuring your assets are protected and passed on according to your wishes. As independent trustees, we offer trust management expertise, providing peace of mind.

Wealth Advisory Services

Through our accredited associates, we offer wealth advisory services that align with your long-term growth plans. We assist in crafting personalised financial strategies, helping you secure your financial future and meet your goals with confidence.

Corporate Advisory

For businesses, we serve as company secretaries for select clients, offering expert guidance on transaction structuring, company and business setup, and overall business structuring. Whether you’re considering a company sale or exploring finance solutions, our team is here to provide tailored advice.

A Network of Affiliates

If your needs go beyond our direct services, our extensive network of affiliates comes into play. We collaborate with trusted partners to fulfil the unique requirements of our clients, ensuring you have access to a broad spectrum of expertise and solutions.

At PFG and Associates, our advisory services are designed to empower you with knowledge and strategic insights. We’re your partners in making sound financial decisions, whether you’re planning for the future, managing your assets, or navigating complex business transactions. Your financial success is our priority, and we’re here to guide you every step of the way.