Pass Financial offers professional financial planning, investment and personal insurance advice, including retirement planning and portfolio management.
Kasey Pass, Kevin Pass and the staff at Pass Financial offer comprehensive personal financial planning services.
We are self-employed advisers, and pride ourselves on our personal and caring relationships with our clients and our ongoing commitment to their financial objectives and security
Our client base covers all age groups from all walks of life and geographic locations from Western Australia to other Australian states as well as international locations.
Services are provided on a fee for service basis. No commissions are charged on investment business. Your first appointment is cost and obligation free.
Our professional services include:
Discovery - get to know each other and decide if we'd like to work together. Sign Terms of Engagement letter.
Discuss recommended strategies and likely outcomes to help your achieve your financial goals for the future.
Finalise financial plan. Sign documentation to implement. Implement recommendations.
Known as Statement of Advice. We then implement the recommendations based on your financial plan
Review and revise the plan at regular intervals, or when circumstances change. Whatever suits your financial situation.
Client Service Manager
Pass Financial is a part of Godfrey Pembroke Group, a national financial planning group founded in 1981 and is backed by an extensive range of market and technical research expertise. Kevin Pass, Kasey Pass and Pass Financial are all Authorised Representatives of Godfrey Pembroke Group, an Australian Financial Services Licensee.
From an investment point of view Godfrey Pembroke Group draws on its dedicated research team - Three Sixty - to provide up to date views and opinions on more than 250 securities listed on the Australian Stock Exchange as well as a wide range of managed funds and insurance products.
For more information on Godfrey Pembroke Group, please see our Financial Services Guide
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Our Understanding series is designed to help you get the most from financial advice. Covering a range of fundamental concepts, these guides present opportunities and strategies to discuss with your financial advice specialist.
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