What We Do

We offer a full suite of financial planning and insurance advice to help create and protect your wealth.

Spectrum Investment Services Pty Ltd are a Corporate Authorised Representative No. 363528 of Professional Investment Services Pty Ltd

Risk
Insurance

Superannuation

Retirement
Advice

SMSF

Succession
planning

Estate
planning

Managed
Investments

Wealth
Creation

What we do

 

How Can We Help You

Our team of financial advisers work with you through each life stage to create and protect your wealth.

The Single Life

The Single Life

  • Dollar Cost Averaging
  • Income Protection
  • Superannuation
  • Cashflow Management
  • Estate Planning
Self Employed - Starting out

Self Employed - Starting out

  • Asset Protection
  • Income Protection
  • Superannuation
  • Succession Planning
  • Estate Planning
Young Family

Young Family

  • Asset Protection
  • Wealth Creation
  • Income Protection
  • Superannuation
  • Estate Planning
Empty Nesters

Empty Nesters

  • Salary packaging
  • Tax minimisation
  • Superannuation
  • Retirement Advice
  • Estate Planning
Retirees

Retirees

  • Transition to Retirement
  • Retirement Advice
  • Estate Planning
Term Life Insurance

Term Life Insurance

Lump Sum Benefit to :-

  • Clear Debts
  • Pay Funeral Expenses
  • Superannuation
  • Replace Lost Income
  • Cover Child Care Costs
Total & Permanent Disability Insurance

Total & Permanent Disability Insurance

Lump Sum Benefit to :-

  • Clear Debts
  • Pay for Medical Expenses
  • Assist with Rehabilitation
  • Provide for House Modifications
  • Cover Child Care Costs
Trauma/Critical Illness Insurance

Trauma/Critical Illness Insurance

Lump Sum Benefit to :-

  • Pay for Medical Expenses
  • Aid Recovery
  • Superannuation
  • Provide Best Medical Support Available
Income Protection Insurance

Income Protection Insurance

Monthly Income to :-

  • Replace 75% of your Income
  • Assist with Mortgage Payments
  • Pay Medical Expenses
  • Provide for Daily Living Expenses
Wealth Creation

Wealth Creation

  • Managed Investments
  • Investment Property
  • Gearing
  • Savings Plan

Educational Videos

Financial Planning - what is it ?
Financial Planning - what is it ?
What is Life Insurance?
What is Life Insurance?
What is Income Protection?
What is Income Protection?
What is Diversification?
What is Diver$ification
Life Insurance Statistics
Life Insurance Statistics
Claim
Three Days in the Life of a Financial Planner

The Financial Planning Team

Adem Becirevic

Adem Becirevic

Senior Financial Adviser,
Sub Authorised Representative No. 244661,
FCPA, B.Bus (Acc)
Alan Adrian

Alan Adrian

Director
Craig Slaughter

Craig Slaughter

Financial Adviser,
Sub Authorised Representative No. 454691,
B HSc, BEd (GE), Dip FS (FP), AFA
Angela Adrian

Angela Adrian

Practice Manager Dip Bus
Sarsha Becirevic

Sarsha Becirevic

Client Services Officer
Tara Jeffcoat

Tara Jeffcoat

Client Services Manager
Dip F.S (Financial Planning)

Financial Planning Affiliates

Professional Investment Services

Professional Investment Services is a financial services organisation that offers a broad range of financial and business development services that are fully backed our ongoing support and expertise.

The company was established in 1996 by accountants and financial planners. It has since grown to become one of the largest financial planning groups in Australia with offices in all capital cities as well as an extensive regional network.

Professional Investment Services is proud to offer comprehensive, professional financial advice. Our first priority is to carefully listen to your needs and concerns. Only then can we tailor a plan that is specifically designed to help you achieve your goals. An integrated approach that includes tax planning, estate planning, risk planning and overall financial planning ensures that we are able to thoroughly take care of all your financial concerns.

AT PROFESSIONAL INVESTMENT SERVICES, IT IS OUR AIM TO DELIVER THE MOST PROFESSIONAL AND COMPREHENSIVE FINANCIAL SERVICE TO OUR CLIENTS.

Our size, professional skills base and success in what we do has enabled us to offer first class, personalized service in financial, wealth creation and wealth preservation strategies, while at the same time assuring that we are progressive company in the ever-evolving financial services sector.

Our ongoing services and advice are available in the following areas:

  • Wealth Accumulation
  • Income Protection
  • Tax Planning
  • Retirement Planning
  • Risk Insurance
  • Business Planning
  • Business Succession Planning
  • Superannuation/Rollovers
  • Life
  • Estate Planning

Click here to download FSG

Click here to download our privacy policy

Click here to lodge a compaint:
http://www.centrepointalliance.com.au/complaints/

With a diverse range of services, contact the team at Spectrum today to discover an effective financial solution.

Professional Investment Services Pty Ltd
Australian Financial Services Licence No 234951

A.B.N 11 074 608 558
Ph: +61 5574 0244 - Fax: +61 5574 0180
Email: info@profinvest.com.au - Website: http://www.centrepointalliance.com.au




 

 

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 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.

Contact Information

Southport Office

Address: 74 Smith St, PO Box 380, Southport, Qld 4215

Accounting

T: 1300 55 65 35
F: 07 5591 6667

Financial Planning

T: 1300 65 33 72
F: 07 5528 2484

Home Loans & Finance

T: 07 5556 2616
F: 07 5528 0235

Click here to view Google Map
Parking available at rear.
Email: info@spectrumfinancial.com.au

Brisbane Office

(by appointment only)
Address: SV House, 138 Mary Street, Brisbane, QLD, 4001
Click here to view Google Map

STILL HAVE QUESTIONS? Contact us