The Plan Act Grow Group (PAG) is a pro-active and innovative Accounting, Business Advisory and Financial Planning firm based in Moonee Ponds, Melbourne.
The name ‘Plan Act Grow’ evolved from the idea that in order to grow our business we needed to help our clients grow. We therefore focus on tax planning, business planning and financial planning. However all the planning in the world is worthless if you do not then act. We therefore help you implement the recommendations of the planning process, look after the compliance side of things and guide you while you grow financially. This allows you to spend more time on the other important things in life – family, business, career – secure in the knowledge that you are on a sound financial path.
At PAG we focus on personal service and understanding of your individual circumstances and goals. We create long lasting relationships with clients based on trust, professional service and sound advice.
Principal of PAG Mark Egan and investment consultant Paul Benson are authorised to provide financial planning and investment advice through the quality financial services firm Financial Wisdom AFSL 231138.
Financial Wisdom is part of the Commonwealth Bank Group and as such provide us with a powerful network of support services including active investment research resources, compliance support, technical support and on going education in the latest investment and financial planning trends.
We look forward to meeting with you in the future and helping you align your business or career with your future financial goals.