ABH Financial Planning

ABH Financial Planning aims to provide clients with long-term financial wealth, wellbeing, education, independence and security. We know how important our commitment is to you and we value our clients and build long term relationships.

To achieve your goals we are committed to finding what your needs are first! This is covered in our first meeting goals and objectives section, where you tell us what you want. As life changes we build in the necessary flexibility into your plan. We then work together to develop the most suitable strategies with your risk profile and objectives in mind. Superior follow-up and service is what sets us apart, to this end we are a referral based business.

ABH Financial Planning Advisers undertake regular and extensive training in all aspects of the profession. They have a thorough understanding of financial markets, investment strategies, investment products, superannuation and the implication of tax and Social Security regulations.

The advisers of ABH Financial Planning can provide financial services as authorised Representatives of Professional Investment Services Pty Ltd (PIS) ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951) 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.

Professional Investment Services Pty Ltd has grown to be the largest Dealer group in Australia in the last 10 years and offers us one of the largest product lists available. Due diligence and research is carried out by PIS before any funds are put on their approved product list.