Koschel Simpson Mattner. Our Care... Your Success. Accounting & Business Advisors QLD

Financial Planning Services

Financial and Investment Planning

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

• Initial financial advice
• Implementation of financial plan
• Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australia and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Koschel Mattner to guide you towards achieving your financial goals.

KSM Wealth Pty Ltd is a Corporate Authorised Representative (CAR) of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).

The advisers of KSM Wealth Pty Ltd provide financial services advice on behalf of the CAR as Sub Authorised Representatives of Professional Investment Services Pty Ltd.

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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 (PIS) Authorised Representative 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 Professional Investment Services 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.

KSM Wealth Pty Ltd is a Corporate Authorised Representative (No.326979) of Professional Investment Services Pty Ltd Head office address: Level 14, Corporate Centre One, Cnr Bundall Road & Slatyer Avenue, BUNDALL QLD 4217 T: 07 5574 0244 | F: 07 5574 0180 | info@profinvest.com.au | www.profinvest.com.au ABN 11 074 608 558 | Australian Financial Services Licence No. 234951

KSM Wealth Pty Ltd (CAR) no. 326 979. ABN 60 082 422 320. Robert Koschel is a sub authorised representative (ARN 244979) of KSM Wealth Pty Ltd