Planning, Protecting, Insuring
Whether you are planning for retirement, putting something aside for the future or simply wish to secure a better lifestyle for yourself and your family…getting help with a plan for your financial security can be a vital step in achieving your goals and enjoying the rewards.
- Financial Planning Services
- Risk Management
- Asset Protection
- Superannuation Advice
- Retirement Planning
- Salary Sacrificing Advice
- Personal Budgeting
We consider your individual needs within the context of your financial circumstances and develop solutions that put you on track to better investment outcomes. When you consult with us, you can be assured we will:
- Discuss your needs, priorities, goals and concerns.
- Provide a written recommendation of our professional advice
- Carefully explain our recommendations and all associated costs
- Work with your accountant to maximise opportunities
- Design a review process that meets your needs
Professional Investment Services Pty Ltd - Email: mailto:email@example.com or Telephone: 1300 557 598
Complaints can be submitted here
Professional Investment Services Pty Ltd (PIS), ABN 11074 608 558 is the holder of an Australian Financial Services Licence (No 234951) under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.
PIS has appointed Steve Marsten as an Authorised Representative No. 245028
of Professional Investment Services Pty Ltd (PIS), ABN 11 074 608 558, Australian Financial Services Licence (No 234951).
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned on this website. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.