Financial Planning

Under PR Financial Services Pty Ltd, Director’s Bernadette West & Andrew Morrison, are able to provide comprehensive financial planning advice to clients.

We offer:

  • Strategic Financial Planning

  • Self Managed Superannuation

  • Managed Portfolios

  • Investment Administration

At the core are three common concerns:

  • How can I take control of my money? I seem to have enough but at the end of the month, it’s all gone.

  • What’s the best use of my money? I’ve made some mistakes in the past and I can’t afford to get it wrong this time.

  • I’ve been thinking about getting advice but have not done anything. Time is slipping away and I’m a little anxious.

The answers always start with a little conversation.

Money - the Double-edged Sword

Money. It’s a funny thing. For something we rarely touch anymore, it holds a lot of power over us. It’s the biggest cause of anxiety, stress, and divorce in the country.

Yet money also enables choices.

It allows you to do the things you want. Whether that’s an upgrade to your home, a holiday, or special occasions with the family.

Working with a financial advisor gives you those choices. It puts you in control.

“90% of advised clients say that accessing financial advice has left them in a better position financially”.

Taking Control

A plan provides clarity. About what you want and what is important in your life.

It also provides a roadmap on how we are going to achieve your goals.

It gives you a sense of control over your money and what it allows you to do.

A plan provides clarity.

Working with Someone You Trust

Working with a trusted advisor gives you a greater sense of confidence. Creating a space in which you can be more open and honest with each other.

It accelerates the value of the work and gives a powerful sense of progress.

Accountants are one of the most trusted professions in the country.

Experts in Investment

When it comes to investing your money it’s best to leave it to the experts. They are the ones watching the markets hourly, daily.

They ensure your portfolios are on track and make any adjustments if needed. So that they deliver to your goals.

Politis are our back-office experts and just a phone call away.

Frees You Up

One of the biggest gifts about working with a financial adviser is the time it creates for you. Not just the physical time but also the mental freedom knowing that everything is under control. You are going to be ok.

So that you can get on with the important things in your life.

“...it also provides them with improved mental health, less worry and stress, and better relationships with family and friends”.

Working with a trusted advisor gives you a greater sense of confidence.

And it Works

The evidence is clear. Working with a financial advisor

✓ Increases the value of your investments

This has been proven and is over and above the costs of having one. Even if sometimes they just stop you from making mistakes.

“A good advisor can add to (or save you from losing) 3% of your wealth per annum after fees & taxes”.

“90% of advised clients say that accessing financial advice has left them in a better position financially”.

✓ Advised clients feel better

In a major comparative study of advised and unadvised adults Australians:

“Advised clients say it also provides them with improved mental health, less worry and stress, and better relationships with family and friends”.

”63% of unadvised clients thought it would give them greater control over their money”.

“64% of unadvised clients thought that it would give greater peace of mind”.

Overall clients that had received financial advice reported a “great deal of confidence in financial advisers”.

If you are interested in talking to our team about our financial planning services, contact us and we can make an appointment with one of our experts to discuss options that best suit your needs.

 
 

PR Financial Services Pty Ltd is a corporate Autohrised Representative of Politis Investment Stratergies Pty Ltd ABN 71 106 823 241, an Australian Financial Service Licence holder, no. 253125.

The Financial Planners of PR Financial Services Pty Ltd provide financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd. www.politis.com.au