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Professional Investment Services (PIS) holds an Australian Financial Services License. The company commenced operations in August 1996, and has grown to become one of the largest Financial Services Groups in Australia today. We specialise in providing a holistic approach to your financial needs. Experience has shown us that this strategy equates to better advice.
The Professional Investment Group of Companies includes a number of associated financial services businesses and joint ventures that complement our core financial planning business.
The company is privately owned by Chartered Accountants, Certified Practicing Accountants and Authorised Representatives. This ensures we have the ability to be objective in our assessment of what is right for you.
We operate in all capital cities and have an extensive regional network throughout Australia. In addition, the Australian based company has operations in New Zealand, Singapore, Malaysia, and is expanding further into Asia.
Our advisers are kept up to date with the latest legislative changes, financial strategies and available products. Importantly, they are trained to consider your individual needs and goals. Your adviser will:
- Discuss your needs, priorities, goals and concerns
- Give you a written recommendation of their professional advice
- Carefully explain their recommendations and all associated costs
- Design a review process that meets your needs
- Manage your investments
It is our aim to be your financial planner through life. Our range of services gives you the benefit of having one contact point for all your financial needs. |