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Harris Financial Planning Pty Ltd
Firm Profile
Harris Financial Planning Pty Ltd has Authorised Representatives of Professional Investment Services Pty Ltd who can discuss your financial planning alternatives with you.
Professional Investment Services Pty Ltd is an Australian Financial Services License holder, number: 234951.
Mission: To provide a professional commitment to improving our clients’ wealth.
| What is Financial Planning? |
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Financial Planning is the process whereby an individual moves towards meeting personal and financial goals through the development and implementation of a comprehensive financial plan. |
Why do I need Financial Planning Advice? |
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The financial planning process ensures that your personal and financial goals are clearly identified and that a plan to achieve these goals can be established. |
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Without an articulated financial plan it would be harder to monitor your progress towards achieving your personal and financial goals. |
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A comprehensive financial plan will match recommended investments with your individual risk profile and provide diversification across the five main asset classes being:
- Cash,
- Fixed Interest,
- Property,
- Australia Shares,
- International Shares

Professional Investment Services Pty Ltd
Australian Financial Services License holder, number: 234951
ABN: 11 074 608 558
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