PEGASUS PLANNING 20 Constance Avenue, Mermaid Waters, Queensland 4218

Welcome to Pegasus Planning, a leading establishment in finance located at 20 Constance Avenue, Mermaid Waters, Australia. Our institution is committed to providing progressive thinking, experienced professional advice, and modern solutions to our valued clients.

Led by Steven Hallam, our team stands out from the rest with our dedication to personal service and a strong belief that with the right attitude, all things are possible. With over 20 years of experience in financial services, as well as being a business owner and investor, Steven practices what he preaches to his clients.

While we are based on the Gold Coast, our reach extends globally, with clients in Europe, Asia, and Australasia. However, our focus remains on everyday individuals, or "mum and dad's," who are working towards improving their Financial Lives. We understand that it's not just about money; it's about your entire life. That's why our advice is designed to help you make better, clearer, and more informed choices.

At Pegasus Planning, we believe that quality advice empowers you to make honest and informed decisions, ultimately leading to the financial life you desire. We understand that the journey starts with a dream, and we are here to help you create and achieve your goals.

In the past, we have felt an obligation to provide our services to anyone who sought our help. However, we realized that this approach stretched our resources and compromised our service levels. To ensure the highest level of service, we have now identified the type of person who would most benefit from a relationship with our business.

Importantly, our ideal client characteristics are not based on how much money you have, what you do, or your stage of life. Instead, we seek individuals with the right attitude, individuals who believe that all things are possible. If you possess this mindset, we invite you to join us and help us grow our business by referring other ideal clients.

If you believe that Pegasus Planning aligns with your values and goals, we would love to meet and discuss how we can work together. However, if our profile does not resonate with you, we are more than happy to discuss your expectations and determine the best way to proceed. This is what our initial meeting is all about - understanding your needs and tailoring our services accordingly.

For the serious matters, we have a team of technical specialists, business coaches, accountants, legal advisers, finance specialists, and other professionals who provide valuable information and resources to enhance the advice we offer. Ultimately, our goal is to ensure that you benefit and thrive from the services we provide.

Thank you for considering Pegasus Planning as your trusted financial partner. We look forward to helping you achieve your dreams and improve your Financial Life.