ProInvest can help you build your wealth with quality advice from one of our highly qualified Financial Advisors. Our strategies to help you build wealth include:
GENERAL FINANCIAL ADVICE
We will meet with you to discuss your individual situation and then develop appropriate financial strategies based on your current financial situation, your attitude to investment risk, and your short, medium and long term investment goals.
When developing your financial strategy we will take into account your current financial situation including your:
- Income from all sources including salary, investment returns and rental income
- Current tax situation including any salary packaging options
- Assets and liabilities
- Dependants, if any
- Superannuation
From this information, we will develop a detailed Statement of Advice that will include all relevant information you have provided and outline appropriate strategies to help you achieve your financial goals.
INVESTMENT ADVICE
Investing is about watching you money work as hard as you do.
Our investment approach starts with understanding our client needs, objectives and goals. We assess your financial and personal position and ascertain your safety and comfort towards risk. With our clients position established you are provided with investment options and a tailored strategy to help you achieve your goals.
As your circumstances change your adviser will be there to re assess your needs.
SUPERANNUATION AND RETIREMENT PLANNING
Super is simply your savings for retirement. It’s about providing you with the freedom to make choices in your retirement about the way you choose to live.
Superannuation need not be complicated as information can be simplified and relevant to your situation.
Superannuation will play an important role in retirement and how we manage and plan your super will have a material impact on whether you will achieve your goals. There are a number of strategies that can assist with building your wealth within super. Some of these strategies include:
- Salary Sacrifice
- transition to retirement
- consolidating your super
- making smart investment choices
- contributing more to super and taking advantage of concessional and non-concessional contribution limits
- government co-contribution scheme
- splitting contributions with your spouse
- explaining how DIY super works and if it’s right for you
SMSF ADVICE
We provide advice in establishing a self managed super fund (SMSF) and investing in asset classes suited to your requirements.
Professional Investment Services
PROFESSIONAL INVESTMENT SOLUTIONS
Professional Investment Solutions Pty Ltd ABN 30 131 550, is an Australian Financial Services Licence holder No 487325.
Professional Investment Solutions has appointed Nick Athanasiadis No.285354 and Joel Bullimore No. 468950 as authorised representatives to provide the following services on behalf of Professional Investment Solutions
- Financial Planning
- Retirement Planning
- Superannuation
- Personal Insurance Services
Professional Investment Solutions Pty Ltd (ProInvest) is the holder of Australian Financial Services Licence No 487325.under which ProInvest is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.
AFSL No. No 487325. ABN ABN 30 131 550. www.proinvest.com.au
Email address: [email protected]
FINANCIAL SERVICES GUIDE
PRIVACY POLICY
COMPLAINTS PROCEDURE
If you have a complaint about the service provided to you, please contact Liz Athanasiadis Office Manager at Professional Investment Solutions on 03 9428 0041 or [email protected]. Any dissatisfaction is viewed with the utmost importance, every attempt will be made for resolution within the first 45 days.
GENERAL ADVICE DISCLAIMER
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Solutions Pty Ltd (ProInvest) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
Professional Investment Solutions Pty Ltd trading as ProInvest Pty Ltd ABN 30 131 550 742 an Australian Financial Service License holder (No 487325).
Allan Financial planning is a Corporate Authorised Representative No.421339 of Professional Investment Solutions Pty Ltd ABN 30 131 550 742 an Australian Financial Service License holder (No 487325).
Nick Athanasiadis is an Authorised Representative No.285354 of Professional Investment Solutions Pty Ltd ABN 30 131 550 742 an Australian Financial Service License holder (No 487325).
Joel Bullimore is an Authorised Representative No. 468950 of Professional Investment Solutions Pty Ltd ABN 30 131 550 742 an Australian Financial Service License holder (No 487325).
Nick Athanasiadis is a Sub Authorised Representative No.285354 of Allan Financial Planning – Corporate Authorised Representative No.421339 of Professional Investment Solutions Pty Ltd ABN 30 131 550 742 an Australian Financial Service License holder (No 487325).
Joel Bullimore is a Sub Authorised Representative No. 468950 of Allan Financial Planning -Corporate Authorised Representative No.421339 of Professional Investment Solutions Pty Ltd ABN 30 131 550 742 an Australian Financial Service License holder (No 487325).
