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Professional Investment Services

Whether you are interested in managing your finances for the best outcome, enhancing and protecting your lifestyle, growing your wealth, planning for retirement or facing a major life change, you will never regret seeking professional advice.

There's never been a better time than now to start realising your wealth potential, and begin maximising and protecting it. We want to help you to realise the steps to take in starting to secure the future you want through financial planning.

Professional Investment Services (PI Services) at a Glance:

  • Australia’s largest financial planning group
  • Australian Financial Services License Holder
  • Branches Australia-wide, in Northern America, Singapore, New Zealand, Canada, Malaysia and China.
  • Listed No. 2 in Money Management’s Top 100 Dealer Survey in 2001, 2002, 2003 and 2004.
  • PI Services has also been named the ‘Fastest Growing Licensed Group’ overall
  • Most of our business growth is attributed to referrals from existing clients and associates, i.e. accountants and solicitors.


OUR MISSION STATEMENT

To develop long term strategies to improve the living standards of our clients now and in retirement through innovative products and quality Professional Financial Planning

Our range of services covers all aspects of your financial security and well-being, now and for the future.

Street Address:
1-9 Plaza Parade, Maroochydore, Qld, 4558
Phone:
07 5443 5577
Fax:
07 5443 2722
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