Risk Management: Specific strategies to ensure the financial importance of unplanned events are kept to a minimum.
Strategic Planning: Develop, maintain and implement strategies to ensure that you have sufficient resources to meet your lifestyle goals and objectives.
SMSF Advice & Administration: Specific advice and strategies that directly relate to SMSF’s to maximise asset values and tax benefit.
Aged Care Strategies: This aspect of planning requires tailored advice to ensure that financial benefits are maximised and that administration issues are minimised and streamlined.
PROFESSIONAL INVESTMENT SERVICES
Lawford Devin + Associates acts as a Corporate Authorised Representative of Professional Investment Services
Pty Ltd
(ABN 11 074
608 558) which is the holder of Australian Financial Services License No.
234951.
PIS head office address:
Professional Investment Services
Level 14, Corporate Centre One
Corner Bundall Road and Slatyer Avenue
Bundall QLD 4217
For more information:
PIS Financial Services Guide (FSG) and Privacy Policy