We offer a broad range of professional services including:

Ø      Financial Planning Advice (retirement, wealth accumulation)

Ø      Advice on superannuation contributions & rollovers

Ø      Portfolio management services .

Ø      Self-Managed Super Fund strategies

Ø      Investment administration services

First consultations are always free of charge. This is an opportunity to discuss concepts and potential financial strategies.

Initial fees cover the development of your financial strategy, portfolio design and implementation. The initial fee is quoted in advance. 

Various portfolio management packages are available to suit your specific needs.

To arrange an obligation-free consultation, please contact our Buderim office on (07) 5445 3441.

Professional Investment Services Pty Ltd

ABN 11 074 608 558  

Australian Financial Services Licence No. 234951

Level 14, Corporate Centre

Cnr Bundall Rd & Slatyer Ave,

BUNDALL QLD  4217