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Supporting the growth of individuals, families and businesses

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The Secret to Our Success

Our mission is to provide our clients with quality advice and services that will protect and support the growth of individuals, families and businesses whilst maintaining a positive environment that encompasses personal and professional development with a family atmosphere.

As a firm that has had the same core values at heart since our inception, we have a strong understanding of what everyday families want when considering financial advice.

  • You want a financial advisor who understands the challenges you’re facing that prompted you to seek financial help.

  • You want an advisor who will help you tackle those challenges with the confidence only professional, experienced guidance can provide.

  • You want a financial advisor who listens and makes sure that your unique financial goals, needs and wants are the basis of every financial decision you make.

We do just that – and so much more.

30+ Years of Expertise

Our values dictate the way we do business.

Why Choose Us?
  • Customer-centric – making insurance clear and easy for you and meeting your needs is our number one objective.
  • People-driven – differentiating ourselves through the skills and service of our people.
  • Accountable and Ethical – taking responsibility and doing the right thing because it is the right thing to do.
  • Performance-minded – always working to improve your experience and our people’s satisfaction

We work together with you

No matter what your current financial situation is, we work together with you to create a personalised financial plan designed from the ground up to help you achieve your specific financial goals.

Whether you’re just starting out, planning for a particular life event, searching for a specific service or strategy, at a certain stage in your financial journey or anything in between, our team is here to help.

We take the time to personally get to know your current financial situation, goals and aspirations. This knowledge allows us not only to develop a customised financial plan just for you but also to ensure we’ll be able to help you every step of the way.

We provide clarity and direction as you work towards securing your financial future, so you can successfully navigate any challenge that comes your way. Then we take it one step further by striving to exceed your expectations at every opportunity. From financial guidance and advice to communication, planning and education, we aim to ensure your experience with us is exceptional.

Meet The PAC Financial Team

Financial Planner and Chief Financial Officer

Financial Planner and Chief Operating Officer

Head of Paraplanning and Administration

Financial Planner

Financial Planner

Financial Planner

Claims and Adviser Support Manager



Adviser Support Officer

Contact Your Financial advisor team

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