Who are the Financial Planners Association?

The Financial Planners Association of Australia (FPA) is the top professional body representing Australia's financial planners with over 12,000 members. Professional Invest Services is proud to be associated with the FPA.

How can a Financial Planner help me?

One of our financial planners can provide you with innovative and practical ways to help guide you towards establishing a regular saving and budgeting plan that will help you achieve home ownership.

We can tailor a plan to suit your needs and show you tax effective investment strategies that will help you to achieve financial independence; allowing you to live the lifestyle that you want. Ultimately this forward planning and fine tuning will result in comfortable retirement living.

Do I really need a Financial Planner?

Many people make the costly mistake of "going it alone" with their finances and not seeking professional advice.

Taxation, superannuation and social security laws are constantly changing. These changes can have a significant long term effect on your savings and investments.
Our experienced staff are constantly keeping themselves updated with these changes. We have access to detailed research and technical resources that allow us to provide you with the latest accurate financial information.

Am I receiving good impartial advice?

The FPA has highlighted some important points about receiving financial advice:

GOOD ADVICE

• Takes account of your personal requirements and goals
• Puts YOUR needs first
• Information is clear and understandable
• Includes strategies and solutions that you are unaware of
• Explains all costs in detail
• Is explained verbally
• Is explained in writing in a Statement of Advice (SOA)
• Explains any conflicts of interest of your adviser

POTENTIALLY MISLEADING ADVICE:

• Your requirements and goals are NOT understood
• Advice is NOT clearly explained
• Risks are NOT explained
• Costs are NOT explained clearly
• More emphasis on products rather than on your goals
• Financial Services Guide (FSG) is NOT supplied upon initial meeting
• Advisor is NOT an "Authorised Representative"