"I want to get enough to take off the hardships of life and leave me free to follow the ideas that interest me the most.”
It’s not all about us – it’s all about you. For over twenty years now we’ve been helping people just like you to develop, implement and monitor very personal tailored financial plans by offering a very personal and tailored financial service.
As you’d expect, we have extensive technical and product knowledge. But just as importantly, we have a wealth of experience in providing solid, understandable and meaningful service. So no matter what your current circumstances are, we can support you in the decisions you need to make about your money.
Your Professional Womens Investment Service coach is a Certified Practising Accountant (CPA) with a Specialist Financial Planning designation, and is a Certified Financial Planner. Her many years of experience will help you reach a greater understanding of your current circumstances and discover new insights into your creative financial potential.
Professional Womens Mortgage Service, our sister company, was established with one aim in mind – to enable our clients to secure appropriate, cost-effective home and investment loans within the context of their overall financial affairs.
Our comprehensive broking expertise will guide you gently through the mortgage maze, from application to acceptance, from settlement to settling in, keeping you fully informed of your loan’s progress while relieving you of the time-consuming and often stressful day-to-day legwork.
This skillful professional service will not only save you time and effort, but will also save you money, with the majority of loan commissions rebated to Professional Womens Investment Service and offset against our clients’ advice fees.