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Many people assume that financial planners only give advice on investments. The role of a qualified professional financial planner is actually much broader and involves looking at all aspects of your lifestyle, goals and requirements and developing a financial strategy suitable for you. The recommended strategy should help you reach your financial goals effectively and efficiently.

We offer advice to our Sunshine Coast and Mount Isa clients in all of the following areas through our association with Professional Investment Services Pty Ltd.

Superannuation

  • Family / Self-Managed Superannuation Funds 
  • Superannuation Rollovers 
  • Superannuation Strategies 
  • Redundancy planning
  • Retirement Planning

 

Wealth Creation

  • Regular Savings Plans
  • Gearing Strategies
  • Financial Planning
  • Lifestyle Planning
  • Salary packaging
  • Budgeting Advice
  • Debt Management

 

Investments

  • Direct Equities advice
  • Investment Advice
  • Managed Funds
  • Tax Minimisation / planning

 

Risk Insurance

  • Personal Insurances
  • Business Wills

 

Wealth Preservation 

  • Estate Planning
  • Centrelink Entitlements
  • Aged Care Planning

 

GENERAL ADVICE WARNING

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 Services (PIS) Authorised Representative 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 Professional Investment Services 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.

All financial planning services are provided as Authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951) under licence.

Should you have any further questions please click here to email us.

©Stratogen Financial Planning

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