What is Financial Planning? 

Our objective is to assist you to achieve your financial lifestyle goals over a period of time through wealth creation, wealth protection, retirement and estate planning.

At PDK Financial Solutions, your financial planning will benefit from the combined efforts of our experienced financial planners, tax accountants and other associated professionals. Our financial planners are Authorised Representatives of Hillross Financial Services Limited.                               

We can provide you with a holistic financial planning service, or simply assist in one or more of the following areas:

  • Retirement Income Streams
  • Redundancy Packages
  • Centrelink/ Veterans' Affairs Strategies
  • Wealth Creation
  • Investment Portfolios
  • Salary Packaging
  • Personal Risk Insurance
  • Tax Effective Investing
  • Estate Planning
  • Investment Placement
  • Superannuation
  • Retirement Projections

Contact us to make an appointment to find out how we can help you.