Who We Are

Why PFS?

Partnering with PFS makes good business sense.

PFS allows you to focus on generating better outcomes for your clients while increasing the performance, growth potential and capital value of your business.

As an Affinity Partner you can benefit from:

  • Access to structured asset class investing, increasingly the preferred investment method of international best-practice wealth management advisers.

  • The PFS Fitness Club, which delivers provable dollar-based benefits to your practice by helping maximise profitability. This user-friendly program provides step-by-step instructions and online access to valuable templates, documents and other resources.

  • A technology package which is unrivalled and utilises our own desktop software, Financial Advice Made Easy (FAME), and our unique diagnostic and modelling software, True North.

  • Tailored and scalable support to help grow your business.

  • Strong values such as client centricity, long-term relationship building, ongoing pursuit of best-practice and fiduciary excellence. If you share these values, PFS will provide the right cultural fit for you and your practice.

  • Providing clients with a more consistent service delivery and helping them achieve their long-term objectives with more control and greater certainty.