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A multitude of risks exist in today's business environment. At we pride ourselves on our proven ability to accurately assess risk and to protect you from vulnerabilities inherent in your enterprise. An effective risk management strategy will improve performance, allow completion of goals, and protect the value of your business.
A risk assessment includes:
1) Assembling relevant information about your business and its market
2) Identifying major risks facing your organisation
3) Developing a risk strategy
4) Implementation of the risk management procedures
You have worked all these years to pay off your home and build a nest egg so you can enjoy life, but you are not sure whether you are ready or have enough money or you do not quite understand how to actually get to retirement. Even as you approach retirement you have a million questions and you are not sure if you have missed something you should know.
What if you do not want to completely retire yet, but are unsure if you can afford to reduce your work commitment. What are your options?
At we understand that there is more to retirement than superannuation.
The most important financial skill anyone can learn is the ability to manage their personal financial budget and save money. There are many different ways to do this, because people are so different. The team at can help you design a budget and start saving, whether it is for a car or a house or anything else.
In ensuring the long term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.
Contact us for more information on forming a plan that allows for a hassle free continuation of your business.
As the Government encourages Australians to take responsibility for reaching their financial retirement goals, citizens are repeatedly required to deal with Superannuation funds. Most workers now have a choice of where their superannuation goes, but may not know which fund to choose. Is their industry fund really better than another superannuation fund they can invest in? We can help you understand superannuation and select a fund that suits you.
For those who want to actively participate in their super investments, a Self-Managed Superannuation allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual. At we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.
Superannuation services we offer include:
1) Establishment of Self Managed Superannuation Funds
2) Completion of Information for the Insurance and Superannuation Commissions
3) Superannuation Audits
4) Advice concerning Compliance Matters
5) Advice concerning Taxation Benefits
6) Advice on Employer Obligations
Wealth Creation
We all work to live, but we don’t want to be working forever. Wealth Creation is all about building up assets to give you more money to do the things we want to do. It is a combination of saving money, paying off debts and accumulating assets that grow in value over time faster than inflation; real growth assets.
The money may be used to pay for your children’s education, a long holiday, early retirement or any other purpose. At we can help you achieve the financial lifestyle you want.
Professional Investment Services Pty Ltd (PIS)
AFSL. 234951 ABN 11 074 608 558
Level 14 Corporate Centre One
Corner Bundall & Slatyer Avenue
Bundall Qld 4217
PIS Financial Services Guide and Privacy Policy
Click here to download FSG and Privacy Policy http://www.profinvest.com.au/FSG.pdf
PIS Complaints Procedure
Click here to lodge a complaint http://www.profinvest.com.au/complaints.php |
