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Financial Planning

Why do we do it?

As accountants and financial planners, we want to help you achieve a better financial future through our professional skills and knowledge. Unfortunately most Australians need to take immediate steps towards securing their future, or they could face difficulties in retirement.

The majority rely solely on employer superannuation guarantee contributions, which may not sustain their retirement lifestyle. We offer you holistic tax and financial planning advice and strategies to ensure your retirement years are comfortable and happy!

How do we do it?

Balanced Business Accounting offers clients a holistic Financial Planning service through our in house financial planner Tony Regan, Authorised Representative 243492 of Professional Investment Services Pty Ltd. Tony entered the financial services industry in the 1980s, gaining experience in a range of sectors having worked as an adviser with AMP and as a financial planner with major national groups.

By working together with Tony we give you access to a full range of tax and financial planning opportunities.

What do we offer?

We offer you personally tailored financial and tax planning strategies to assist in achieving your financial objectives. By taking full advantage of the available tax breaks, growth opportunities and improved cash flows, we'll help you live the retirement you deserve.

Take the first step now and contact us now.

Professional Investment Services Pty Ltd ("PIS")
 Australian Financial Services Licence holder No. 234951.
 PIS is authorised to carry on a financial services business, including the provision of financial product. 
 AFSL No. 234951 | ABN 11 074 608 558 
 PIS has appointed Tony Regan as an authorised representative to provide financial services on behalf of PIS.

PIS Website | Click here for FSG and Privacy Policy | Click here for complaints information



Professional Investment Services Head Office address
Level 14
Corporate Centre One
Cnr Bundall Rd & Slatyer Ave
Bundall QLD 4217

Telephone: 07 5574 0244

Email Address: info@profinvest.com.au

General Advice Warning

This communication has been prepared on a general advice basis only. The information has not been prepared to take into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making any investment decisions.

RESOURCES

Click the links below to view our handy online tools and resources.
Key Dates Internet Links
Tax Facts Articles & Video
FAQs
CONTACT US

Capalaba, Suite 3, 1/76 Old Cleveland Rd,
Brisbane QLD 4157
Australia
 Phone: (07) 3395 5444
F: (07) 3395 5400
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