Do you know the location of your Will and Life Insurance Policies?
All clients get an invitation to an annual review. Chances there have been big changes in - Super rules, Tax laws, personal circumstances and the opportunities to improve their position. So if clients feel the need, we have an annual sit down and ensure their strategies are tweaked accordingly.
Know more
Super can be daunting and the chances of anyone totally maximizing the benefits it offers, without some professional guidance, are remote. As it is in play for such a long time, a mistake in your strategy here can be very very expensive.
Know more
The best way to save money on insurances is to only hold the amounts you really need. Beyond that we have many decades of experience as well as fancy comparison software that find the best going rates for the covers we are shopping for. We just about save money here for every client we sit down with.
Know more
Its pretty common that a familys’ bunch of Financial Services (Insurances, Wills, Super, Debt etc.) is an accumulation of bits and pieces gathered over the years. A situation probably lacking in - Strategy, Opportunity and Value. We identify all these areas that need attention and tidy it all up.
Know moreThere are many things that can go wrong in an Australian family’s navigation through the financial services minefield. We enjoy using our significant experience to provide a safe harbour for the family who chooses to be our client.
Articles we have either penned or thought were insightful
The average Trauma policy lapses at age 44, but the average claim paid is at age 49. You may or…
Read More
The international consultants and researchers McKinsey Global Institute offer us these insights into our future – In the next 15yrs,…
Read More
Who is left that thinks and acts for long term? Politicians won’t invest in greatly needed infrastructure because it is…
Read MoreIn ten years as an accounting professional I never came across a better firm to advise on my family’s protection. Plenty of my clients have also benefited from their expertise and exemplary service.
Glen O’BrienManaging Director“I’m happy to pay to have the Pearman team looking after all this stuff. Great value as far as I’m concerned.
Gavin TuckwellRestauranteur“Sadly I had to claim on my insurances, and it wasn’t a big claim but I would have got nothing without PFM representing me; their experience made the difference.”
Adrian WebbElectricianI’ve known Robert personally and professionally for over 25 years; I trust him and his team to financially advise and protect my family and our key business asset, you simply can’t buy that level of trust – it’s earned over many years of consistently doing what you say you will do &
David PorterManaging DirectorOn the whole the service and follow up is first rate. Would recommend you to anyone.
Matt CroweManaging Director, Odyssey Health Club & SpaMy wife and I have been with Pearman Financial for almost 8 years. Sometimes the advice given is not what you want to hear, but over time it has always been proved the right advice.
Michael MosesManaging Director
