Michael Pagel CFP®

About Me

With over two decades working in the financial services industry, I have spent the last decade specializing in offering tailored financial advice to my valued clients. Throughout this journey, I have fostered enduring relationships with my clients aimed at building a solid wealth foundation and securing a fulfilling lifestyle for them, both now and in retirement.

My approach hinges on a deep comprehension of my clients' aspirations, be they financial or personal, to craft bespoke strategies for managing their wealth effectively. I firmly believe that financial guidance should simplify rather than complicate, offering clarity and direction in the financial decision-making processes.

My proficiencies include wealth accumulation and protection, debt reduction, investments, superannuation, and retirement planning including Centrelink.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Psk Advisory Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®