Pacific Wealth Solutions Information

WHEN WE FOUNDED PACIFIC WEALTH SOLUTIONS BACK IN 2015 AS A BOUTIQUE, PRIVATELY OWNED BUSINESS, IT GAVE US THE FREEDOM TO PROVIDE ADVICE TO OUR CLIENTS THAT WAS NOT JUST ALIGNED TO LARGER INSTITUTIONS, BUT ALLOWED US TO EXPLORE THE FINANCIAL WORLD TO SELECT INVESTMENTS THAT WERE IN THE BEST INTEREST OF OUR CLIENTS & FOCUS ON THE GOALS AND OBJECTIVES THAT MATTER TO THEM. Our goal was to work with our clients and the other financial or legal professionals in their lives to simplify the financial planning process with an aim to provide quality, tailored advice through shared knowledge and diverse skill bases. Our motivation has always been to understand and put our clients’ values, goals and objectives at the forefront of our advice. This allows us to provide a transparent, personalised and professional outcome that meets our client’s needs – a client first, goals based & holistic approach. This approach allows us to provide advice to our clients that best suits their needs, and without having a sole focus on investments. We understand very clearly that investment advice is an integral part of the financial planning process that assists in growing wealth, but unless you take a holistic approach to your planning and consider the importance of protecting your family & yourself, your assets and income, then the investment advice on its own may not be sufficient to meet your needs. With our knowledge, understanding, strategy, and options we can provide advice to our clients that meet their needs and put them into a better position.