Testimonials

We believe that our clients are the best judge of our service, and we strive to exceed their expectations as their needs change throughout their lives.

Below are a wide range of comments from our clients, both new and old. They reflect our commitment as a team, the effectiveness of our forward thinking investment approach, and our desire to provide the best possible service.

"Phillip... provides invaluable, regular and timely financial advice"

I would highly recommend Phillip at PGI Financial. He provides invaluable, regular and timely financial advice to me and my husband. We are both very happy with his management of our investments and trust his recommendations.

Sue S

"...always found PGI Financial to be thoroughly professional in their approach"

I have always found PGI Financial to be thoroughly professional in their approach, while being open honest and approachable. I am happy with all the financial advice they have given me, especially this last year when my funds have borne up well despite some market turbulence.

Neil B

"support staff unfailingly courteous and helpful"

Phillip at PGI Financial has been my financial adviser for a number of years. I have found his judgement and advice to be very sound and his support staff unfailingly courteous and helpful.

John A

"We have all... benefitted financially from Phillip's well-researched and rigorous advice"

We have all, family and extended family, benefitted financially from Phillip’s well-researched and rigorous advice. There would be no hesitation in recommending him to anyone seeking solid, honest advice from someone who patently cares about, and personally looks after his clients.

Sue & Steve S

"we have been impressed by his clarity of thought"

Phillip has been managing our Portfolio for 7 years and in this time we have been impressed by his clarity of thought when making recommendations and investment choices. As importantly, Phillip always listens to our thoughts and concerns and acts accordingly in our interests.

Andrew & Jane T

"managed my financial affairs with competency & efficiency"

Phillip is a man of quiet integrity who has managed my financial affairs with competency & efficiency. I have been completely satisfied with the advice and personal service PGI Financial have provided and have no hesitation in recommending him as an Independent Financial Adviser.

Peter & Sandra D

"I trust PGI Financial totally, to invest my money"

Phillip started looking after my investments nine years ago. He and his team are friendly, professional and always give the best advice regarding investments. I trust PGI Financial totally, to invest my money in the best possible places for my needs.

Jean S

"I can pick up the phone anytime and speak to him"

I have known Phillip at PGI Financial for well over 15 years and he has provided Financial Services to me during that time. He now manages my investments completely. Phillip is the most honest and straight forward financial person I have met, and what I like is that he gives straight forward advice to me and my wife, whilst managing the investments. I can pick up the phone anytime and speak to him and he has no issues in providing me with market information if I am struggling to understand why things are happening in a specific way. I would recommend Phillip and PGI Financial to anybody who wants more than the average growth of a portfolio whilst avoiding unnecessary risks.

Andy & Claudia B

"We have found Phillip to be of the highest calibre in all matters financial"

We have found Phillip to be of the highest caliber in all matters financial, He is honest, forthright and someone who can give you the most accurate advice with a very rapid turnaround if needed. He has his finger on the pulse and barometer of all worldwide economic situations.

Les & Margaret H

"thank you for the very competent way you have dealt with our investments"

We would just like to thank you for the very competent way you have dealt with our investments over the last 5 years. We are extremely pleased with the outcome in the last 12 months, exceeding our targets so well. We find your service, friendly, courteous and professional.

Roger & Shirley H