How we can HELP you
Our financial planning firm offers strategic advice around wealth creation, tax planning and retirement planning strategies. We all need to aspire for financial freedom and this is where we can assist you in achieving these goals. We can help you in the following areas:
- Strategic Financial Planning Advice
- Superannuation including Self Managed Super Funds (SMSF)
- UK Pension Transfer QROPS
- Wealth Creation Strategies such as Property Investing, Share Investing.
- Debt Reduction Strategies
- Transitioning to Retirement Planning (TTR)
- Retirement Planning
- Life Insurance & Income Protection
- Estate Planning
The History and Our Journey
Our Senior Financial Planner, Frank Pantano, has over 12 years-experience in the financial planning industry. After establishing his career at one of the major banks in Australia, Frank co-founded JPM Investment Group in 2007, specialising in tailored investment and superannuation advice to high net worth clients, all this operated under their own Australian Financial Services License (AFSL).
In 2013, JPM Investment Group was acquired by the Group’s Managing Director Paul McCombe. Australia Pacific Funds Management head office is now located at Level 11 North, 459 Collins Street in the Melbourne CBD with 3 other senior advisers and administration support.
Passion for what we do
“I love providing strategic advice to clients and to assist them in appropriate wealth creation, tax planning and retirement planning strategies. While many financial planners bypass property as a vehicle to accumulate wealth, I certainly don’t. My advice is transparent and provides value add, a personalised plan to ensure your goals and objectives are being achieved. We all need to aspire for financial freedom and this is where I will be part of your journey in achieving this”.