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Financial Planning

Why do we do what we do?

To help our clients achieve a better financial future through the use of our separate professional skills and knowledge as accountants and financial planners.

We are passionate about offering holistic tax and financial planning advice as sadly most Australians are not aware of the difficulties they may face in retirement if they do not take immediate steps towards securing their future.

The majority of Australians rely solely on employer superannuation guarantee contributions, which may not sustain their retirement lifestyle. We believe in giving clients strategies today to assist them in the future.

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 the Tony to enable the our clients access to the full range of tax and financial planning opportunities available to them.

What do we offer?

We offer our clients personally tailored financial and tax planning strategies to assist them to achieve their financial objectives by taking full advantage of the available tax breaks, growth opportunities and improved cash flows.

Take the first step now. 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

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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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