Financial Planning Services
Pike & Skinner Chartered Accountants
Dean Pike, Paul Skinner and Tony Munday come together with PJSM Financial Services to provide exceptional in-house financial planning advice, ensuring clients receive appropriate and coordinated financial guidance. We provide a wide range of services well beyond those listed to strengthen our relationship with each of our clients.
Our three main financial planning services include:
Wealth Creation (Finance)
We provide exceptional advice for home loans, commercial and investment loans, margin lending, debtor finance, SMSF borrowing and vehicle and equipment finance.
Working with a range of lenders, we often deliver significant interest savings and some cases this has resulted in thousands of dollars of savings for our clients.
Wealth Protection (Insurance)
We provide advice in regards to life cover, income protection, trauma, shareholder protection & succession planning, key person cover and disability cover.
Wealth Management (Investment)
We work with our clients to understand their goals, objectives and risk profile to provide strategic advice to help our clients achieve their goals. We provide advice related to both superannuation and investment portfolios.
With a number of services extending outside of these aspects, please contact us to find out how Pike & Skinner can help you achieve financial success.