Why do we do it?
As accountants and financial planners, we want to help you achieve a better financial future. 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. BBA offers holistic tax and financial planning advice and strategies to ensure your retirement years are enjoyable rather than stressful.
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 advantage of the available tax breaks, growth opportunities and improved cash flows, we'll help you live a comfortable retirement.
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.
Professional Investment Services Head Office address
Corporate Centre One
Cnr Bundall Rd & Slatyer Ave
Bundall QLD 4217
Telephone: 07 5574 0244
Email Address: email@example.com
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.