Financial Planning


Financial planning is the process of

  1. assessing your financial situation,
  2. determining your objectives, and
  3. formulating financial strategies of how to achieve them.

This process needs to address areas of investment and tax planning, asset allocation, risk management, retirement planning and estate planning.

Specific financial planning and investment advice should only be provided by appropriately licensed and qualified individuals. Those team members at FFG can provide financial services as authorised representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Services Licence holder (No 234951).

Professional Investment Services is a Principal Member of the FPA. The company operates through over 980 branches Australia wide.

As a client of Focus Financial Group, you have peace of mind that

  1. Each of our advisers are appropriately licensed and qualified to give you the right advice
  2. We are supported by Australia's strongest Financial Planning Network
  3. We are not dictated to place investments into in-house investments. Your needs are first on our list.

Focus Financial Group has engaged Professional Investment Services Pty Ltd (PIS) to provide the following financial planning services through PIS authorised representatives. See how each the follow Financial Planning areas will assist you

Click here to download a copy of PIS Financial Services Guide (FSG) and Privacy Policy www.profinvest.com.au/FSG.pdf

Click here to lodge a complaint www.profinvest.com.au/complaints.php

The PIS head office address is; Level 14, Corporate Centre One Cnr Bundall Rd & Slayter Ave Bundall QLD 4217

www.profinvest.com.au

Note:

Any financial product advice contained in this website is general in nature only as it has not taken into account your individual needs, objectives or financial situation. You should always take these matters into account before acquiring a financial product and obtain a copy of the Product Disclosure Statement.

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