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PGFS PTY Ltd.

4.9(61 reviews)See reviews ↓·Adelaide

About the company

PGFS Pty Ltd was established in 1995 by Sab Troncone. It is an Authorised Representative of ASVW Financial Services Pty Ltd. The firm has more than 3,000 clients. Sab Troncone is a senior planner and director, having commenced in the insurance and investment industry in 1984. Garry McCormick commenced working in the financial services industry in 1996 and joined PGFS in 2005. Gregg Pethick started in the financial services industry in 2006. Peter Pepicelli begun his career in financial planning in 2017 and holds a Diploma of Financial Planning and a Bachelor of Management.

PGFS provides financial planning and investment advice. Services include savings plans and budgeting, managing debt, tailored insurance products, managing risk, superannuation, gearing, portfolio management, transition to retirement, self managed superannuation, estate planning, and Centrelink entitlements. PGFS has offices in Adelaide and Darwin.

What customers say

Based on genuine customer reviews

Superannuation reviews, income protection and trauma insurance assessments, and retirement planning form the core of the work described by clients of this Adelaide practice. Several customers recount long-standing relationships in which complex financial matters are explained in plain terms, with strategies tailored to individual circumstances and revisited over time. The professionalism of Sab and Maria is repeatedly praised, as are Melissa and Greg, who are named for their knowledgeable yet personable manner.

An observation shared by more than one reviewer is the readiness to tackle difficult conversations and guide clients toward sound decisions, whether structuring business and personal finances or preparing for retirement. Reviewers also value the dependable follow-up, with agreed actions carried out as promised, and the care taken to understand goals before any advice is offered. Self-managed superannuation fund learning and mortgage broker referrals are mentioned as part of the assistance received. Clients describe the service as business-like yet friendly, with meticulous attention to detail and advice that is both trustworthy and clearly communicated from start to finish.

PGFS PTY Ltd. — Customer photo
PGFS PTY Ltd. — Customer photo

Reviews

Reviews are taken from publicly available sources.

DM
Damien Mckinnon3 April 2024

Exceptional experience with all staff at PGFS, but in particular Gregg who provided the advice. Will be using again in the future and recommending to friends and family.

SB
Steven Bain2 September 2022

We found Greg brilliant to deal with, everything went smoothly and well at this stage can't ask for anything more. Would highly recommend him for your financial needs.

P-
Philadene - Phill & Nadene Metcalfe17 December 2021

PGFS has so helpful in finding us a mortgage broker when we needed on, who worked miracles and also have helped us with not only our family financial situation but our SMSF learning and understanding too. They go out of their way to find answers to questions we have and as a family we enjoy the time we get to spend with them in reviews and asking questions.

JT
Jacob Thomas9 December 2021

PGFS recently assisted me with reviewing my existing superannuation, income protection insurances and trauma insurance. The entire process was extremely professional, communicated in an understandable form and smooth from start to finish. Sab and Maria were terrific to deal with. I would highly recommend them.

KP
Kerry Pienaar13 August 2021

We have great faith and trust in Melissa from PGFS. Her approach is personalised, non-judgmental, friendly, authentic and thorough. On each of our financial reviews, she demonstrates that she has taken the time to research the best options and adjustments for our portfolio. We feel very confident trusting PGFS with all of your financial management and would highly recommend them.

JT
John trobbiani9 August 2021

The appointment was made in a timely and clear way and confirmed in a logical open clearly communicated way. Reception was polite and friendly. Saab was on time and prepared. Tone of meeting was open and constructive and useful. Meeting was business like but friendly. We agreed on follow up actions. Job done .

SD
Steven D'annunzio7 June 2021

We have been clients of Sab & His Professional team at PGFS for many years. Over the years we have received nothing but high level care along with professional advise. No question has been too difficult to answer and strategies are always reviewed.

Financial advisers & planners in Adelaide compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Adelaide are compared.

RankProviderRatingReviewsOpen Sat.
1David Dall - Financial Adviser Adelaide - Shaw and Partners★ 5,028No
2Goldsborough Financial Services★ 5,027No
3Prime Wealth Advice★ 5,018No
4Coastal Advisory Australia - Adelaide★ 5,017No
5Mobius Wealth Management★ 5,016No
10PGFS PTY Ltd. (this page)★ 4,961No
Contact
+61883737277pgfs.com.au188 Greenhill Rd, Parkside SA 5063
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed