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Financial Planning Services
With a combined experience base of more than 20 years working with individual and corporate clients, Holman McGregor Financial Services understands the importance of realising that your goals are best achieved through a long term partnering process.
Our services include:
Financial planning *
- Retirement planning
- Wealth creation
- Investment advice
- Tax planning
- Estate planning
- Mortgage reduction
- Self managed Super Funds
Personal Insurances *
- Life insurance
- Trauma insurance
- Income protection
- Disability insurance
* These services are provided by Authorised Representatives of Professional Investment Services Pty Ltd, Australian Financial Services Licence Number 234951 ABN 11 074 608 558.
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:
- Your lifestyle
- Your cashflow
- The timeframe you need to achieve certain goals, and
- The level of risk and return you are prepared to accept
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.
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.
Professional Investment Services Pty Ltd ("PIS") Australian Financial Services Licence holder No. 234951. PIS is authorised to carry on a financial services business, including the provision of financial product.
AFSL No. 234951 | ABN 11 074 608 558
PIS has appointed Rob McGregor and the advisers of Holman McGregor Financial Services Pty Ltd as an authorised representative to provide financial services on behalf of PIS.
PIS Website | Click here for FSG and Privacy Policy
Click here for complaints information
Professional Investment Services Head Office address
Level 14
Corporate Centre One
Cnr Bundall Rd & Slatyer Ave
Bundall QLD 4217
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