investment advisers sunhine coast
Professional Investment Services

We'll help you Plan a wonderful Journey - Start your Journey NOW!

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A PLAN WITHOUT ACTION IS A DAYDREAM, ACTION WITHOUT A PLAN IS A NIGHTMARE
- Famous Proverb


Every Australian has 2 Dreams

  • The first is to own their own home
  • The second is to be financially secure in retirement

 


 

 

But there are many Hurdles to Financial Security

  • Repayment of existing debt
  • Education and raising of children
  • Discipline - because we tend to live for now instead of the future

Whether you are changing jobs, retiring, facing redundancy, looking at alternative investment opportunities or simply starting to take the first steps to future financial security, you will never regret seeking professional financial planning advice. If you are an Australian expat, please check our Australian expatriates section.

Managing your finances has become one of the most important, complex and challenging issues facing Australians today. Changes to taxation, superannuation, social security and the range of investment alternatives that are available, not to mention volatile markets such as we've been experiencing these past years, mean that even more so than ever before, you need to seek professional financial planning advice on all your affairs.

More and more, people are turning to financial planners who can offer them a wide range of alternatives and advice. Many people are disillusioned with the restrictions encountered in dealing with single company representatives or brokers servicing only one segment of the investment markets. We provide financial strategies tailor-made to suit your situation and needs.

Professional Investment Services (PIS) at a Glance:

  • Australia’s largest financial planning group
  • Australian Financial Services License Holder
  • Branches Australia-wide, in Northern America, Singapore, New Zealand, Canada, Malaysia and China.
  • Listed No. 2 in Money Management’s Top 100 Dealer Survey in 2001, 2002, 2003 and 2004.
  • PIS has also been named the ‘Fastest Growing Licensed Group’ overall
  • Most of our business growth is attributed to referrals from existing clients and associates, i.e. accountants and solicitors.


OUR MISSION STATEMENT

To develop long term strategies to improve the living standards of our clients now and in retirement through innovative products and quality Professional Financial Planning

Our range of services covers all aspects of your financial security and well-being , now and for the future. To find out more about our group or take that vital first step, please contact our office. We will be happy to answer all your questions in a personal, obligation and cost free consultation.

For more information about our Group, please visit our Group Office website www.profinvest.com.au

- SIMPLE SOLUTIONS IN A COMPLEX WORLD -