Our Client Service Model:
We believe that the basis for our remuneration should be agreed in advance and based on the value of the services delivered.
We provide specialist advice services and will charge a fee for the advice, an implementation fee, or a combination of each, depending on your situation and needs.
Within your financial plan we will also outline our suggested on-going service level and agree on that service level before we proceed.
Key Areas of Advice
Wealth creation Debt management
Retirement funding Salary packaging
Retirement income
Personal risk
Business risk
Centrelink & Estate planning
Superannuation Planning
Gearing structures
Redundancy
Self Managed Superannuation Funds
Direct Share Trading
General Advice Disclaimer
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 in this communication.
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.
