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.
Principal Consultant
Principal Consultant
Client Service Manager
Administration Assistant
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 solutions 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
Investment and economic outlook, September 2024
The latest forecasts for investment returns and region-by-region economic...
Economic slowdown drives mixed reporting season
Many Australian companies are still battling economic crosswinds and...
ATO stats show continued growth in SMSF sector
The ATO’s June quarterly statistical data on the SMSF sector has been released and has revealed continued...
What are the government’s intentions with negative gearing?
Both the Treasurer and the Prime Minister have confirmed that Treasury is exploring changes to the contentious...
Age pension fails to meet retirement needs
New research has found most Australians believe the age pension is insufficient to fund their retirements...
ASIC extends reportable situations relief and personal advice record-keeping requirements
ASIC has extended the reportable situations relief and personal advice record-keeping requirements on the same...
The Leaders Who Refused to Step Down 1939 - 2024
Check out the The Leaders Who Refused to Step Down 1939 ...
ATO encourages trustees to use voluntary disclosure service
The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a...
Pass Financial welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!