Financial Planning
Financial Planning can cover a wide range of services, from maximising your superannation, to wealth creation, to insurance to taxation to much, much more. With the complexities of ensuring your finances are adequately planned for, it is reassuring to know that the professionals at The Investment Shop can help you take care of your entire financial outlook.
Just some of the financial planning services offered by The Investment Shop include:
Retirement Planning
Ensuring that you have adequate finances for when you are no longer working is one of the most important financial planning services that you can take advantage of. We will take care of your superannuation, allocated pensions, and any Centrelink entitlements to give you the best possible financial position in your retirement.
Insurance
Unfortunate and unforseeable things happen which can affect your ability to earn income and pay the bills. The Investment Shop can advise you on which insurance policies are the best for your needs, and then shop around to find you the best options. For more information on insurance, click HERE
Investing in Shares
Earning income from your investments doesn't have to be a gamble with The Investment Shop. We can help you take the guesswork out of buying and selling shares, and maximise your returns. For more information on investing in shares, click HERE
Wealth Creation
Improving your financial position is another important keystone of what we do at The Investment Shop. We can advise you on investments, sacrificing part of your salary, or just investing a lump sum into a particular fund which will increase your wealth and help you achieve your financial goals. To find out more about wealth creation, and how The Investment Shop can improve your bottom line, click HERE.
Of course, these are just a few of the overall services that The Investment Shop can provide. To really get an idea on the level of professional services that we can offer, just make an appointment to come to our Charlestown offices or have us come to your home or workplace and one of our experts will be happy to show you more.
Professional Investment Services
The advisers of The Investment Shop can provide financial services as authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951)
For information on Professional Investment Services, please visit their website by clicking on www.profinvest.com.au
For their Financial Services Guide, please visit www.profinvest.com.au/fsg.pdf
To view the Professional Investment Services Complaints procedure, please click on www.profinvest.com.au/complaints.php
General Advice Disclaimer 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. |