Phil Kleinig formed PAK Plans Pty Ltd in April 1993 with the business predominantly providing insurance and personal/corporate superannuation advice. Since joining Australian Financial Services in 1996 the business offering has developed a holistic financial planning approach adopting the “Five Essential Aspects of the Financial Planning Process”.

We believe that we have built a business model that is sustainable in the long term and will be there to service your needs as you pass through the various stages of your life.

As a client of our practice the value we bring to you is:

• A team of dedicated employees (three of whom are share holders) with a combined experience in excess of 100 years in the financial services industry;

• Australian Financial Services is a national financial planning
group, which is owned by practitioners such as ourselves.
Consequently we are able to use a broad range of products
to best meet the needs of our clients;

• As Australian Financial Services Limited representatives we receive the highest
quality training and support services to ensure that the advice we provide to
clients is as competent and professional as possible;

• As you move through the various stages of your life we
have a structure in place to ensure a long-term relationship
with you and your family;

• As a client of our business we offer you an ongoing
service, which aims to ensure the recommendations we
implement now remain relevant to your goals;

• We will also provide you with regular newsletters about
topical financial and lifestyle matters and we are available
during regular office hours (9am to 5pm) Monday to Friday
should you have any general enquiries.

PAK Plans Pty Ltd ABN 72 059 611 666 is a Corporate Authorised
Representative number 306868 of Australian Financial Services
Limited (AFS) ABN 50 116 900 362, which is the holder of an
Australian Financial Services Licence (AFSL) number 297239.
 

"PAK Plans will help you reach your financial goals throughout your life with
straight forward advice delivered by a friendly, practical and professional team"

CONTACT US
58 Prospect Road
Prospect SA 5082

Telephone: (08) 8269 9100
Facsimile:   (08) 8269 9111