PFS provides a range of financial models, or tools, which are available for use by financial planners as well as for use by trustees of superannuation funds.
PFS’s clients include a significant number of individual credit unions as well as industry bodies.
PFS provides these clients with an extensive range of services including:
- Compliance advice under the relevant legislation, including the National Credit Code (NCC) and the Unfair Contract Terms (UCT) provisions of the ASIC Act
- Methodology and models to determine break fees on fixed interest rate mortgages
- Methodology and models to calculate establishment fees and administrative costs, and to determine how best these should be recovered
- Financial modelling and calculators, e.g. to produce comparison rate schedules