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
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Years of Experience 15 Years
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Licensed By Psk Advisory Services Pty Ltd