FINANCIAL PLANNING

LOOKING FOR UNIQUE PERSPECTIVE ON INVESTMENTS AND TAXATION?

 Our Financial Planning division is run by Matthew Byrne, who holds a Bachelor of Business and Diploma of Financial Services. This, in conjunction with the years of experience gained by our accountants, provides a unique perspective that considers the investment and taxation outcomes for clients, such an important factor in an increasingly complex legislative environment.  We can help take out the confusion and jargon associated with investing and retirement planning.
 

WHY NOT GET ADVICE FROM AUSTRALIA'S LARGEST NETWORK OF FINANCIAL ADVISORS?

 Our financial planning division operates under licence to Professional Investment Service Pty Ltd an Australian Financial Services Licence holder, and principal member of the Financial Planning Association (FPA). As a group, Professional Investment Services Pty Ltd is the largest network of accountants, financial advisers and life insurance brokers in Australia.
 

WHY IS SIZE, SKILL, SUCCESS AND EXPERIENCE AND ADVANTAGE TO YOU?

 Professional Investment Services offers a broad range of financial and business development services that are backed by our support and expertise. Our size, skills and success enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that we are a progressive firm in the ever-evolving financial services profession.
 

WE ARE ABLE TO OFFER THE FOLLOWING SERVICES:

- Financial Planning Services             - Wealth Creation

- Estate Planning                               - Retirement Planning                

- Superannuation                              - Tax Planning Strategies

- Insurance Services                         

- Loan Facilities                               } These services are

- Leasing                                         } provided through       

- Finance                                         } associated entities.

PROFESSIONAL INVESTMENT SERVICES PTY LTD

ABN 11 074 608 558

AFSL 234951

Telephone: 02 9818 2920

Fax: 02 9555 7952

Email: matthew@davidlepage.com.au