Financial Planning | Financial Advice | Melbourne

Financial Planning Now Available

Through our partner firm Small Business Works Financial Services we offer a full range of Financial Planning products & services. All of our Financial Planners are also practising Accountants so we can consider all of your financial needs at the same time offering suggestions and strategies to help you save tax and get ahead. We believe it is critical it is to have independent constructive financial advice. Please call the office on 1800 556 122 for an appointment today or talk to your Client Manager about your financial needs.

What can Financial Planning do for you and your Family?

  • Help you build medium to long term Wealth
  • Advice on a wide range of insurances from Life Insurance through to Business Insurance
  • Income Protection
  • Advice on making your super work for you
  • Advice on Property Investing
  • Tax effective investment strategies

Please call the office on 1800 556 122 for more information or contact a Financial Planner here

Alan Maddick is an authorised representative of Professional Investment Services AFSL 234 591

FSG Complaints Procedure Phone Professional Investment Services Head Office 1300 780 808

1300 780 808

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

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