Plan Now

Your Pacesetter financial adviser will take the time to truly understand your situation at whatever stage of the life cycle you’re in. Single, married, with or without dependents, semi or fully retired, the team at Pacesetter Financial Services can help you plan for the lifestyle of your choosing as well as fulfil your wishes for the distribution of your wealth upon your passing.

Cash Flow/Saving

At Pacesetter, we create tailor-made saving strategies designed to be compatible within your overall financial plan. Our financial advisers will open up meaningful discussions to help you identify your ongoing expenses and your income today – along with projections for the future. From there, we create a cash flow/saving solution specific to your individual set of circumstances, with in-built regular reviews.

Investments

Whether you are an experienced investor or preparing a new portfolio, you can call on your Pacesetter financial advisers to present you with a range of tailored options to help determine an investing solution that matches your personal investing style. We can even help you identify your investor profile.

Superannuation Funds (including SMSF)

Your Pacesetter financial adviser can help guide your decision-making in determining the most suitable style of fund for you. When it comes to superannuation, we can outline the types of funds and the considerations you will need to keep in mind.

Risk Insurance Planning

You will have access to highly skilled and experienced insurance (personal protection) specialists who will work with you to highlight potential risk exposures that may impact on your financial position. From there, we can tailor personalised and appropriate risk protection strategies compatible with your overall financial plan.

Our services go beyond providing recommendations. We’re there with you every step of the way.