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Home » PGP Wealth


SERVICES


PGP WEALTH

At PGP Wealth, we’re not your average financial advice practice. Our focus isn’t
on selling products – we’re dedicated to showing you how wealth can open doors
for you and your loved ones.





AT PGP WEALTH, WE TAKE PRIDE IN OUR JOINT VENTURE THAT WAS FORMED IN 2018 WHEN
PGP CONSULTING AND PARTNERS WEALTH GROUP CAME TOGETHER.

Our aim is to provide a comprehensive and well-considered view of wealth to our
clients by combining accountancy and wealth advisory services. Our Financial
Advisers are committed to guiding you, your family, and your businesses towards
the best possible outcomes, taking into account the past and future years.

Whether you’re starting a business, planning for retirement, or looking to leave
a legacy for your family, our financial advice team is here to assist you at
every step. We’ll help you grow, protect, and preserve your wealth, ensuring
that you achieve your desired outcomes.


TAKE THE JOURNEY WITH PGP WEALTH

With access to exclusive private investment opportunities, we can offer
customized investment choices and support our clients and their families
throughout their journey towards prosperity.




FOR HIGH-NET-WORTH CLIENTS SEEKING TO DIVERSIFY THEIR PORTFOLIO, WE HAVE ACCESS
TO EXCLUSIVE, WHOLESALE OPPORTUNITIES THAT ARE TYPICALLY UNAVAILABLE TO RETAIL
INVESTORS.

 * Financial Advice
   Our team of financial advisers is dedicated to closely understanding your
   unique circumstances and goals, working alongside you and your family to
   ensure that your wealth provides opportunities for your future aspirations.

 * Investments
   Our expert committee of investment specialists drives investment solutions,
   including middle-market deal opportunities.
 * Insurance
   As you journey through various stages of life, your insurance requirements
   evolve in tandem. At PGP Wealth, we recognize the significance of staying
   up-to-date and maintaining a level of coverage that is relevant to your
   current life stage. Our committed team works tirelessly to guarantee that
   your wealth, lifestyle, and future are protected, granting you a sense of
   security.

 * Lending and Finance
   Understanding and assessing your loans form part of a healthy financial
   review. We have access to in-house lenders who can find the most appropriate
   financing solutions for your needs, whether for residential or commercial
   property, refinancing or investments.
 * Legal Solutions
   In-house legal expertise to ensure robust and seamless compliance across your
   wealth strategy.


TO GET YOU, YOUR FAMILY AND YOUR BUSINESS STARTED ON THE PGP WEALTH JOURNEY,
REACH OUT TO OUR TEAM.

Our team are ready to help you work towards your financial success.


CONTACT US TODAY

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Last Name *


Email *


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How did you hear about us? *
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PRPIA Pty Ltd (ABN 61 144 888 433) trading as PGP Wealth is an authorised
representative of Charter Financial Planning Ltd (ABN 35 002 976 294),
Australian Financial Services Licence and Australian Credit Licence No. 234665.


GET IN TOUCH

To discuss your business or individual requirements in more detail

(03) 8842 6860

Contact us

Speak to a qualified member of our staff




PGP Consulting Pty Ltd is a CPA Practice






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Liability limited by a scheme approved
under Professional Standards Legislation.
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Influencers and Athletes
Other Industries


 * Home
 * Services
   * Business Services and Consulting
   * Accounting and Taxation
   * Self Managed Superannuation
   * Cloud Based Services
   * PGP Wealth
 * Industries
   * Agribusiness
   * Real Estate & Construction
   * Hospitality Industry
   * Influencers & Athletes
   * Other Industries
 * Our People
 * Careers
 * Contact

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 * linkedin
 * instagram


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