As your partner, we will work with you to help you achieve your life goals, and we will change with you as your goals and circumstances change. Throughout this journey, we will keep you informed, involved and in control. Your personal wealth management plan is built by understanding:
Lifestyle first
The key to any successful investment solution is to put lifestyle first. At Holman McGregor Financial Services, we believe your lifestyle goals come first and foremost in the planning process.
The returns you can achieve from your investments should not determine your lifestyle choices and decisions, but your lifestyle needs should determine the rate of return you need from your investments.
Knowing the rate of return you require from your investments will help us determine how your assets are allocated into investment options, such as cash, fixed interest, shares or property. The preferred asset allocation then finally determines the level of risk and volatility that your investments will be exposed to, to achieve your lifestyle goals.
Goal setting
Goal setting is the first step to achieving a successful outcome for your financial future, as the saying goes 'aim at nothing and you will hit it with extraordinary accuracy'.
It is imperative that together we have ownership and commitment to the goals set and the strategy we build around your goals. Our specialists are highly trained in a proven process that will help you define and prioritise your short, medium and long term goals.
Knowing your financial and lifestyle goals will help us to design strategies that make sure you keep on track with what you want to achieve.
We will provide continual monitoring, reviewing and benchmarking of your progress towards achieving your goals through our ongoing client care program.
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Professional Investment Services Pty Ltd
Professional Investment Services Pty Ltd is an Australian Financial Services licence holder and has grown to be one of the largest financial planning groups in Australia today.
The company was formed by chartered accountants, CPAs and financial planners. Holman McGregor Financial Services is proud to be a member of this group and all our advisors can provide financial services as authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).
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Professional Investment Services Pty Ltd
Level 14, Corporate Centre One
Corner Bundall Road and Slatyer Avenue
Bundall QLD 4217
Website: www.profinvest.com.au
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