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About PMD Financial Advisers
PMD Financial Advisers provides you with the confidence and peace of mind about your current and future financial position.
We work in partnership with families, high net worth individuals, business executives and business owners to provide comprehensive and highly customised solutions. Our services span the areas of:
- Wealth creation - building a strong asset base
- Retirement planning - strategies to achieve your retirement savings goals
- Superannuation - growing your balance to deliver the income you need
- Investments - insight on investment options to meet your goals
- Risk insurance - protecting your financial position
- Self-managed superannuation funds - stay updated on the benefits
- Aged care - ensure the decisions that you make will be the right decisions
- Financial guidance for children - the best investment options for your family.
Our services
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Manage capital gains tax and boost your super
If you make a gain on the sale of an investment, capital gains tax (CGT) can eat into your profits. But the good news is you may be able to use some of the sale proceeds to help you save on tax and grow your super. It involves making a super contribution and claiming a tax deduction to reduce your tax bill.
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Five top tips for financial wellbeing
We know that financial health can be just as important as physical and mental health when it comes to your overall wellbeing.
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Building mental resilience for life’s unexpected challenges
In today’s fast-paced world, we all face challenges like career changes, retirement transition, health issues, or personal loss.
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