Welcome to Personal Financial Services
At Personal Financial Services we are committed to working with you, for you. We help our clients manage, build and protect their wealth.
We provide a full range of financial services and genuinely individual advice.
Plus something that is just as important.
A real relationship
We specialise in providing financial advice to individuals, business owners, associations and superannuation trustees.
We’re called Personal Financial Services because that’s exactly what we offer; personal financial advice built on genuine personal relationships. We are big enough to provide the key financial services you need, but small enough to always do it on an individual, person-to-person basis.
If you are looking for high quality financial advice that’s focussed on your needs, you need more than just a financial adviser….. you need a personal financial relationship.
What our clients say
“Driven by ethics and a strong fiduciary commitment to clients, I am very happy to endorse Angela and the team at Personal Financial Services.”
– Joe (Melbourne)
“We feel as though we are valued clients and not ‘just another customer’.”
– Anne (Templestowe)
“Personal Financial Services have looked after our Investment strategies and self managed super fund for in excess of twenty years. We have found them to be first class. “
– Rob (Caboolture)
“I trust Angela 100% to act in my interest. She is backed by a friendly and professional team who implement agreed initiatives reliably. “
– Michael (Ringwood)
“The name of the practice is Personal Financial Services and that is EXACTLY what it is. The advice is extremely personal, independent AND professional.”
– Jim (Wheelers Hill))
Our team
We can help you with ...
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