Pearman Financial Management Pty Ltd
10 The Centre, Forestville, New South Wales 2087
About the Business
Welcome to Pearman Financial Management Pty Ltd, located at Forestville, The Centre, 10. As an established finance and insurance agency, we are dedicated to providing exceptional advice and guidance to our clients in Australia.
At Pearman Financial Management, we understand that our clients are busy individuals who value a proactive approach to their financial future. Unlike big institutions, we prioritize delivering great advice over selling products. Our goal is to serve you for many decades, ensuring your financial well-being.
We offer a free initial appointment where we can discuss your needs and determine if we are the right advisors for you. Whether you require a simple financial "tidy up" or more comprehensive assistance, we are here to help.
Our commitment to our clients goes beyond the initial consultation. We invite all clients to an annual review, recognizing that changes in super rules, tax laws, personal circumstances, and opportunities can significantly impact your financial position. During these reviews, we ensure that your strategies are adjusted accordingly to maximize your benefits.
Navigating the complexities of super can be daunting, and without professional guidance, it is unlikely to fully maximize its benefits. A mistake in your super strategy can be costly in the long run. That's why we provide expert advice to help you make informed decisions and optimize your superannuation.
When it comes to insurance, we believe in saving money by only holding the coverage you truly need. With decades of experience and sophisticated comparison software, we can find the best rates for the insurance covers you require. Our aim is to save money for every client we work with.
We understand that many families have accumulated various financial services over the years, often lacking strategy, opportunity, and value. At Pearman Financial Management, we identify areas that need attention and work to tidy up your financial situation, ensuring that you have a comprehensive and well-planned financial portfolio.
With our significant experience in the financial services industry, we are here to provide a safe harbor for Australian families. We pride ourselves on offering a trustworthy and reliable service, guiding you through the financial services minefield.
Don't just take our word for it – our satisfied clients have shared their experiences. One client stated, "I'm happy to have the Pearman team looking after all this stuff. Great value as far as I'm concerned." Another client shared, "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."
Our reputation speaks for itself, with a long-standing client stating, "I'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."
We are proud to offer first-rate service and follow-up to all our clients. If you are looking for reliable financial management, we highly recommend Pearman Financial Management Pty Ltd.
Please note that Pearman Financial Management Pty Ltd is a Corporate Authorised Representative of Australian Unity Personal Financial Services Ltd, ensuring that we are held to the highest standards of professionalism and compliance.
Contacts
10 The Centre, Forestville, New South Wales 2087, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Without hesitation, I would highly recommend Glynn and the team at Pearman Financial. They are extremely knowledgable, professional and go above and beyond for their clients."
"Pearman Financial is an excellent financial adviser with a friendy and honest staff. I recommend them highly to my family and friends. Brad Iranzadi"
"Glynn and the team have helped us to organise our finance for the future. It's a great weight of our minds. Thanks for the help and commitment. Chris & Cath"
"I am a mortgage broker and refer a lot of my clients to Glynn at Pearman Financial Management. I can always rely on Glynn to provide advice & products that look after the clients needs. He provides honest & reliable advice"
"Glynn is very knowledgeable in Wealth Management and Superannuation. We have entrusted our financial future to him and do not hesitate in recommending him to our friends and family."
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