Services

Financial Services – Investment

Personal Financial Planning

• Investment Advice
• Managed Share Funds. Australian/International/Property
• Small Companies
• Superannuation (Self Managed Super Funds)
• Regular Savings Plans
• Geared Savings Plans
• Margin Lending
• Direct Shares
• Retirement Planning
• Tax Minimization Strategies

Click here to view the PIS Financial Services Guide and Privacy Policy

Click here to lodge a complaint

Centrepoint Alliance
Web: www.centrepointalliance.com.au
Email: profinvest@cpal.com.au
Phone: 1300 557 598

Financial Services – Risk Insurance

Personal

• Term Life Insurance
• Total & Permanent Disablement
• Income Protection
• Business Expenses Insurance
• Trauma

For Small Businesses

• Key Person
• Buy/Sell Insurance

Financial Services – Other

• Strategy Advice
• Centrelink Advice
• Aged Care Advice
• Cashflow Monitoring
• Mortgage Reduction

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.