Investment

Savings plans and tailored investment strategies are primary means to wealth accumulation.  Our people take pride in delivering positive outcomes to those clients that are serious about implementing an investment strategy to meet their financial and lifestyle goals.

Self Managed Superannuation Fund (SMSF)

Specialist SMSF advice is critical for those clients wanting to take control of their superannuation investments.  We offer a comprehensive range of services to Trustees of SMSF to guide them through the operating, administration and compliance requirements of the fund, and to ensure that members’ investment objectives are met.

Meet the Team

.....Craig Moore - Financial Planner

.....Katherine Hunt - Financial Planner

.....Robert Parente - Para Planner

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