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 income distribution or asset protection.

Mortgage Finance

Sourcing finance to purchase owner occupied or investment property involves many decisions that may affect the long term outcome of the acquisition.  We have accredited mortgage consultants to assist clients financing their property.

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