Mon-Fri 9 AM - 5 PM

Client portal

PAC Financial Services

Our financial advisors put you in control of your financial future.
We offer tailored financial planning advice that takes into consideration every aspect of your unique situation.
Contact Us
Book An Appointment

Financial Solutions Designed For The Future

Financial planning isn’t just for those approaching retirement or buying their second investment property, it’s also about protecting young families, saving for your first home deposit and setting a strategy to create long-term wealth.
Sound financial planning that aligns with your goals and objectives can help you and your family prepare for whatever the future brings. Whether you dream about buying your own home, taking that once in a lifetime holiday or setting up education funding to ensure your child’s future – our financial planning advisors can help.
We understand that wealth creation means different things to different people. We work with you – take the time to understand your situation, your goals, aspirations and dreams – then help you create a strategy that suits your needs.

Ongoing Service Packages

We offer flat fee agreements.
The rate varies depending on the level of complexity and services provided.


For people who prefer to receive financial advice on just one specific financial need, we offer the Essential service. This service is for clients looking for a defined service and guidance. Clients may be young and just starting out, or those not ready for holistic financial planning advice. The service is limited to advice on fundamental financial decisions such as superannuation, managed funds or insurance.


A Comprehensive service package is for people who want a close working relationship with their financial planner, are willing to act on professional advice and are serious about success. They have life goals and are motivated to achieve them.


Our Premium package incorporates everything in the Comprehensive service package, plus additional wealth creation and management benefits. Generally more complicated or time consuming advice and services are required. For example, Social security, Aged Care or dealing with multiple entities.


The Pinnacle service is designed for successful executives, business owners or those in need of extreme support, often requiring us to liaise with other professionals so you can focus on what’s most important to you and we can address various needs that may arise throughout the year.

Client Education

In addition to providing our clients with market-leading advice, we provide our clients with valuable education opportunities to help improve their financial literacy.

The resources we make available to clients include:
Communication which provides client strategies, investment ideas and alerts on client tips and traps. It includes articles from both our financial planners and top industry spokespeople. PAC Financial’ s communication keeps our clients informed about their portfolio and changes to relevant legislation and the financial services landscape.

Financial Advice You Can Trust

People Helped
Successful Claims
Financial Services
Team Members

Contact The Pac Financial advisor team

Looking After What’s Important!

Call Now
Client Portal

1300 590 790