Services

Our Service To You

Find out exactly what services we can offer you

We provide the following services:

  • Group insurance for the protecting and rewarding of loyal employees
  • Retail insurance for your protection and that of your loved ones and assets should life throw you a curve ball
  • SMSF trustee insurance solutions to meet legislative requirements/estate equalisation/pension funding strategies and solving liquidity issues
  • Advanced insurance strategies for high net wealth individuals
  • Advanced insurance strategies for blended families
  • Insurance solutions to protect those that do so much for us; like high risk occupations such as Fire fighters/Corrective services/Police and mining
  • Insurance Bond strategies to increase wealth while maintaining asset protection and asset control. It’s like having your own Privately Held Investment Company used by the famously rich.
  • Simplesuper strategies to maximise your wealth and protect your family.

If you are unsure of your needs or would like advice on a service not listed above, contact us and we will do our best to assist you, or direct you to one of our associates who can.

 

Financial Planning Process

 Professional Investment Services Pty Ltd ("PIS") AFSL No. 234951. Shane Jones is a  Sub Authorised Representative of TrendLine$ Pty Ltd, Corporate Authorised Representative Number: 388519.

GENERAL ADVICE WARNING

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.