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.

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

For more information, please visit

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).