Q. Where should i start to plan for the future?
......A. Make an appointment to talk to a professional financial adviser to discuss how to set and achieve realistic goals.
Q. If i plan to retire do i need to see a financial planner?
......A. Retirement planning can be greatly enhanced with professional advice.
Q. How do you choose a financial planner?
......A. It is important that you choose an adviser that really understands your needs and values. We like to get referrals as is the best measurement of ......client satisfaction. So ask a friend or relative, alternatively do some research.
Q. I want to find more out about the benefits of contributing extra funds to superannuation, should i see a financial planner?
......A. Yes, it is recommended to seek professional advice on superannuation contributions and the long term benefits of a tailored investment strategy.
Q. What are the benefits of receiving advice through you rather than one of the larger institutions?
......A. Our culture promotes a close and rewarding professional relationship with clients. Regular client reviews ensures progress is monitored and ......strategies are tailored for best results.
Professional Investment Services -
All Financial Planning Services are offered through Professional Investment Services Pty Ltd
Australian Financial Service Licence Number 234951I ABN 11 074 608 558
