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Peter G Clarke Consulting Pty Ltd

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Peter G Clarke Consulting Pty Ltd

Overview:

With a background in engineering, management and construction, Peter Clarke entered the Investment Planning world at its beginning in the late ‘70s. With a great interest in the business of investment research and much enthusiasm, Peter applied for a “restricted” licence to deal in securities at a time when most people were investing in debentures or property. Few appeared to understand the advantages and wisdom of a “balanced portfolio” comprising cash, fixed interest, property, Australian and international shares.

The 13th of January 1980 saw the beginning of PGC Consulting located in the Caringbah Centre Court. Both local accountants and PGC Consulting clients began to understand the “economic cycle” and its effects on investment performance. PGC Consulting was granted a Full Security Dealers’ Licence by the Australian Securities Commission and was invited to become an inaugural member of the Financial Planning Association – a regulatory body of the finance and investment industry (as it was then known).

As time went on the finance industry grew rapidly and independence became an important philosophy for PGC. To ensure independence and transparency, fees were introduced in 1990 with brokerage and commission being rebated to clients. This was in direct contrast to other financial planning businesses that were mostly owned or backed by banks and insurance companies – regardless of their claim of independence.

In the early nineties Peter studied long-term trends of investments and markets over five to twenty years. Six portfolios were then designed to suit clients’ needs ranging from conservative to entrepreneurial investment strategies. These model portfolios were tested over periods of boom and bust, share crashes and recessions and found to be safe combinations to grow and maintain wealth. This remains the practise of PGC Consulting.

The staff in 1980 comprised Peter and his wife Jan. Since then it has grown to a current staff of two Administrative Officers, an Accounts Manager and four financial planners.

The company remains independently owned, fee based, local and personal (a “boutique” planning business) with highly qualified and dedicated staff. Over all the years business has been successfully derived from “word of mouth” rather than advertising.

PGC Consulting prides itself on providing personal, responsible and professional service to our clients and protecting our client’s wealth over the long-term.

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