Our Mission is to deliver personalised Accounting and Financial Solutions that enable our clients to realise their life goals.
It is important that our clients feel comfortable with their overall plan and all it's elements, including investments. Our goal is to promote this feeling by making their financial position as secure as possible. To this end, our business continues to develop along the following principles:
- providing a highly personalised service
- adopting a prudent diverse portfolio investment strategy
- developing comprehensive, practical and appropriate financial plans
- taking our fiduciary role very seriously
In working with clients it is important we are clear about what they are seeking to achieve. We are proud of the close relationships we develop that enable us to provide assistance in many facets of their lives. Indeed, for many we are a financial coach but we see ourselves more like lifestyle consultants looking beyond finances to help people achieve their life goals.
Our inital meetings are without charge. Here we explore the value in working with people as well as the scope to make a difference. Please contact us to meet with one of our advisors.
Professional Investment Services Pty Ltd (PIS) is the holder of an Australian Financial Services Licence (No 234951) under which PIS is authorised to, and carries on a financial services business which includes the provision of financial product advice and dealing in financial products.
PIS has appointed Heather Jensen as an authorised representative to provide the following services on behalf of PIS:
- Financial planning / wealth creation
- Insurance
- Managed Investments
- Retirement planning including Self Managed Superannuation
- Securities advice
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