Pacesetter Financial Services
Insurance in Logan

Financial planning advisers for investments, trauma insurance, life insurance, income protection insurance, retirement, superannuation, total and permanent disablement insurance. We help clients to protect themselves financially (through risk insurance strategies and products), we help clients to plan for their financial future (by way of various financial planning strategies) and our aim is to help clients to enjoy what they have worked hard for (with advice on retirement strategies). Pacesetter financial services has been advising its clients in relation to their financial situation for over 25 years. Estate planning advice is an important part of your financial plan because disposing of it ensures your wishes are carried out after you are gone and your family are taken care of.

Malcolm commenced his own financial services steady in 1988. He genuinely enjoys building long term relationships with his clients and excels at helping them identify and articulate their financial goals. Hayden has worked in the financial services industry since 2005, initially specializing in superannuation. Hayden is a dedicated professional who enjoys helping clients achieve their financial and lifestyle goals. For over 30 years Pacesetter Financial Services has grown and evolved with our clients through every stage of their life. At the initial meeting we’ll have a discussion to get a snapshot’ of your situation and profit an idea of what you’re hoping to achieve, as healthy as what your expectations are in seeking financial advice. We have a powerful belief that planning is about helping people achieve their financial goals. We’ll also bear background information about our firm, as well as an overview of our services and how they could be applied to your situation. Through this initial process of gaining an understanding of your vogue personal financial position, we’re also assessing if there’s scope for our firm to total value through various strategies, solutions and services that we could yield to assist you in your situation. At the conclusion of our beginning meeting we will be in a position to inform you as to whether or not we believe we can indeed total value. That’s why we donate you time to reflect on our initial meeting. Behind the initial meeting we produce you written communication outlining the areas where we trust we can total value, as healthy as the associated fee for that advice. Once we have gathered sufficient information regarding your financial situation at the second meeting, we will formulate an overall strategy and prepare a written plan, obvious as a Statement of Advice (SA). Once you have agreed to proceed with the recommendations in the Statement of Advice, we will implement the recommendations on your behalf. The preparation and implementation of the Statement of Advice’s recommendations is the launching point for your financial journey. Identifying any issues that might impact on your situation, as a means of being proactive (rather than reactive) to changes. Monthly research of investment portfolios and policies are undertaken and where necessary changes are recommended and implemented. At Pacesetter Financial Services we aim to make a definite difference in peoples’ lives. With our client first’ approach, we’ll take the complex and make it simple. We do this by developing collaborative partnerships, where the emphasis is on occupied with people over the lengthy term, and where we receive the time to get to know the intricacies of your situation and then design strategies capable to your specific situation. We implement those strategies, and we review your situation to make sure of the ongoing suitability of those strategies. Our obligation is to the client, and not to a product provider. For our peers, we contribute and participate in the dispute on industry issues. We do this with the intent of making a positive difference in the direction of the Financial Planning profession.