Financial Planning

Professional Investment Services Pty Ltd (PIS) is Australia's leading independently-owned network of financial advisers and accountants.

The PIS network of advisers and accountants provide their clients with quality financial advice and a wide choice of products and services to suit their individual circumstances.

With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few. 

Don't take unnecessary risks with your future! Allow the professionals at ERY Financial Planning to guide you towards achieving your financial goals.

Portfolio Management

The experts at ERY Financial Planning offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio. 

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager. 

At ERY Financial Planning we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met. 

Contact us today for specialist assistance with investments!

 


   Professional Investment Services Pty Ltd
ABN 11 074 608 558
AFSL No. 234951
Level 9
10 Bridge Street
SYDNEY NSW 2000
   
T:
07 5574 0244
F: 07 5574 0180
www.centrepointalliance.com.au
profinvest@cpal.com.au
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   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.    ERY Financial Planning
Sydney Office
Office Location: Level 9, 117 York Street Sydney, NSW 2000 
Phone: +61 2 9299 6877
Fax: +61 2 9290 2393
Email: admin@ery.com.au
Adviser number: 245008