Financial Planning

Financial planning is an important value add for our clients.
Bruce Edmunds & Associates has engaged Professional Investment Services to provide financial planning for Beaumaris, Sandringham, Black Rock, Cheltenham, Bayside, and Melbourne clients.

Pursue the lifestyle you want with our financial planning services. These include:

Superannuation

  • Rollovers
  • Consolidation of funds
  • Planning
  • Account-based pensions
  • Transition to retirement pensions

Shares

  • Purchase/Sale
  • Portfolio Review
  • Brokerage (1% or $75)

Tax Planning

  • Term Deposits Reviewed
  • Alternative Strategies

Retirement Planning

  • Wills
  • Redundancy
  • Centrelink
  • Veteran Affairs
  • Superannuation

Managed Investments

  • Purchase/Sale
  • Portfolio Reviews
  • Savings Plans
  • Margin Lending

Insurance

  • Life
  • Income Protection
  • Trauma
  • Key Person
  • Business Succession

Request an appointment with a Financial Planner…

Professional Investment Services Pty Ltd

Graeme Matthews
Sub Authorised Representative: 245034

Wes Howell
Sub Authorised Representative: 262343

The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd Adviser 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 Pty Ltd 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.

EVEN IF YOU HAVE A PLAN A…

YOU NEED A PLAN BE

Speak to Bruce Edmunds & Associates for personal tax and financial advice that helps you to BE wealthy.

Organise a meeting!