Harris Financial Planning Pty Ltd
Services

We are able to:
-	Discuss your Financial Objectives.
-	Assess your risk profile.
-	Determine the asset allocation best suited to your risk profile.
-	Select Investments to suit your asset allocation.
-	Prepare a specific Financial Plan suited to your situation.
As Authorised Representatives of Professional Investment Services Pty Ltd we can advise you on:
-	Managed funds
-	Master trusts
-	Superannuation
-	Listed property trusts
-	Tax effective investments
-	Allocated pensions
-	Annuities
-	Fixed interest investments
Harris Financial Planning has access to a wider range of investments than many other advisers. We believe investing in managed funds can relieve you from the day to day managing of your investments as this is carried out by teams of experts full time instead of endeavoring to do it yourself with limited time.
Reviewing your investments performance:
-	Quarterly Reports will be provided automatically.
-	Interim Reports can be easily generated at any time.
-	Online access is available to view your portfolio 24 hours a day, 7 days a week.
Annual Review Service:
-	Harris Financial Planning will review your portfolio on at least a yearly basis and recommend changes where required.
-	This service is provided so that your investment portfolio can be adjusted if required.
Presentation of your Statement of Advice:
-	Your Statement of Advice will be presented to you face to face and any reviews of your investments will also be presented to you face to face.
Disclosure of all costs:
-	In compliance with Australian Securities and Investment Commission guidelines any Statement of Advice or review presented by Harris Financial Planning Pty Ltd will clearly outline all the costs involved in establishing and maintaining any recommended investments.     Professional Investment Services Pty Ltd Australian Financial Services License holder, number: 234951 ABN: 11 074 608 558