Retirement Planning

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.

 

icon Asset Protection

Advice on establishing and structuring entities for specific purposes offer many long term tangible benefits.  We can help you decide whether a company or trust is the most appropriate vehicle to trade or hold assets.  Our advice is tailored around your specific needs, whether it be incomedistribution or asset protection.

 

icon 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