Personal Funds Management Service (PFM)
What is PFM?
PFM is a strategic financial planning and investment management service specifically designed for the needs of private clients and charities.
Through our PFM service, Alliance specialises in individual discretionary portfolio management for those who favor long-term investments and value exceptional personalised service. Most investments are made directly into markets rather than via managed funds.
As well as investment management we design tailored financial strategies for clients to optimise their financial situation.
Who is it for?
PFM is appropriate for individuals, families, self managed superannuation funds and charities with about $1 million or more to invest.
With PFM you can relax knowing that the dedicated team of professionals from WA's Premier Personalised Investment Manager is always working for you so that you gain the most from your financial strategies and investments. At the same time, you retain the ultimate control of, and flexibility in, your investments.
The Alliance PFM service is a total care, hands on service. We look after everything - your financial strategies, your investments, and investment administration and reporting (including tax reporting) so that you can use your time more effectively and pursue the lifestyle you prefer without having to worry about your finances.
How can PFM help you?
PFM is ideal for those who do not have the time to deal with their financial affairs in an expert manner. Busy professionals such as Doctors, Dentists, Engineers, medical specialists and Lawyers are some of the groups which usually fit into this category.
PFM is also suitable for retirees, widows, widowers and those that generally do not feel confident that they can manage their affairs on their own. Often our retiree clients' main goal is to travel without the worry of maintaining their day to day financial affairs. PFM is ideal in this instance because we take care of everything!
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