SERVICES
FINANCIAL SERVICES – INVESTMENT
 
Personal Financial Planning
  • Investment Advice
  • Managed Share Funds. Australian/International/Property
  • Small Companies
  • Superannuation (SMSF, Corporate Funds)
  • Regular Savings Plans
  • Geared Savings Plans
  • Margin Lending
  • Direct Shares
  • Retirement Planning
  • Tax Minimization Strategies
Privacy Policy
 
Click Here to view the PIS Financial Services Guide and Privacy Policy
 
Click Here to lodge a complaint
FINANCIAL SERVICES – RISK INSURANCE
 
Personal
  • Term Life Insurance
  • Total & Permanent Disablement
  • Income Protection
  • Business Expenses Insurance
  • Trauma
For Small Businesses
  • Key Person
  • Buy/Sell Insurance
FINANCIAL SERVICES - OTHER
  • Share Broking
  • Tax Effective Investments - Geared Equity Investments (i.e. Buying Blue Chip Companies with other peoples money and only paying the interest)
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