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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

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.