Over time you may of changed jobs and ended up with more than one superannuation policy. We offer a service to help you compare what you have and if appropriate consolidate to the fund that matches your needs. Saving for tomorrow- When is the right time to save? Well, it is today. The younger you start the better prepared for retirement you will be. We take the time to discuss with you your options and strategies that may be available to you.
As part of our duty of care we ask the serious questions. What would happen to you and your loved ones if you suffered a serious illness or injury? Protecting your wealth is not just about paying of debts but also insuring your family have enough funds available to be comfortable if something was to happen. We look at Income protection, Crises Insurance, Life, and Total and permanent disability. We don’t only want you to build wealth but also protect it.
he advisers of Mark Daniels Financial Services 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) Mark Daniels Financial Services has engaged Professional Investment Services Pty Ltd (PIS) to provide financial planning services through PIS Authorised Representatives. PIS as the holder of an Australian Financial Services Licence (No 234951) is authorised to, and carries on a financial services business which includes the provision of financial product advice and dealing in financial products. PIS has appointed Mark Daniels as an Authorised Representative (Mo. 355118) to provide financial services on behalf of PIS. Professional Investment Services Level 14, Corporate Centre One, Corner Bundall Road and Slatyer Avenue Bundall QLD 4217 website