( +61 ) 07 5556 3300 info@wmssolutions.com.au

Wealth Creation

Wealth Creation

Why would you need us?
Keeping up with constant changes in tax and superannuation legislation, understanding market movements and monitoring the performance of various investments can be  complicated and time consuming.

Most people just don’t have the time to stay up to date with all these issues but this is something we do every day – and it doesn’t have to cost you a fortune.

 

What we do
We deliver a quality service that is transparent and measurable at a reasonable cost.

We offer a systemised approach to strategy advice providing options and clear direction, understanding you and your objectives.

We build an investment portfolio and approach that you are comfortable with whilst providing you with the expertise to make the right decisions to secure your financial future.

 

Key areas of focus
Specialist superannuation advice including Self Managed Superannuation Fund (SMSF) advice
Superannuation legislation is complex but it provides significant tax benefits. Specialist advise in this area is paramount to achieving your long term lifestyle needs;

Wealth Accumulation and Retirement Planning
We provide detailed cash flow planning allowing us to make decisions around suitable investments and the level of risk you need to take when investing. This process also allows us to determine how long your money will last and to provide alternative approaches to investing. We can also “Stress Test” these approaches to by limiting risks taken to those
you can afford or need to take. This allows you to measure our advice so you can clearly select the most appropriate and suitable options for your situation;

Investment and Consulting advice
We provide detailed investment advice and consulting when establishing investments and actively review and monitor your investment portfolios and implement changes as  required.

 

Why choose us?
Strategy based advice not product driven
We have no bias to particular invesment sectors or options. We discuss these in detail with you to select suitable strategies and investment options;

Focus on client goals and objectives
‘We provide tailored advice personalised to you based on our mutual understanding of what you want to achieve. We do not use generic “set & forget” strategies. We provide tailored advice personalised to you based on our mutual understanding of what you want to achieve;

Limited use of platforms and managed funds
Where possible we aim to limit unnecessary investment costs to maximise returns;

Fee based not commission focused
Our services are provided on an agreed fee basis. Transparency on cost is important to us;

We do what we recommend
Our advisers, their staff, and their families all receive the same advice as our clients;

In-house research approach
We refine all recommended investment options to what we think are the “Best of Breed” and actively monitor all recommended investments;

We act as a “Wealth Coach” providing direction and discipline
We provide a convenient service saving you the time and energy required to get financially
organised. Whether building or maintaining wealth this gives you the time to concentrate on what’s important to you.

WMS Planning Solutions Pty Ltd is a Corporate Authorised Representative No.341156 (CAR) of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951)


Professional Investment Services Pty Ltd
AFSL No 234951
ABN 11 074 608 558
T: 07 5574 0244
F: 07 5574 0180
E: info@profinvest.com.au
W: http://www.profinvest.com.au
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General Advice Disclaimer:
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 Pty Ltd (PIS) Adviser 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 PIS 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.