‘FAQs’ Archives
I'm with Blue Chip, What can I do? »
Some thoughts on the Bluechip affair by Peter Dredge, BSc I’ve been working with a Bluechip Investor with several properties. I am acting in my capacity as a Residential Property Investment Advisor. Our joint aim is to weather the current storm whilst protecting my clients’ retirement plans. The key short term issues we have [...]
What is different about you and Blue Chip? »
Someone said recently "The only difference for investors between the horror of Blue Chip disappearing with their money and the Titanic going down is that there was no band playing as they were sinking." For years Professional Investment Services has been proud of the fact that our model is about as close to Blue Chip as a apple is to an [...]
I just heard about people loosing tens of thousands of »
I just heard about people loosing tens of thousands of dollars in property deposits! How do we know that won't happen to us? There are 2 significant reasons why this can not happen when dealing with a Professional Investment Services Wealth Coach. 1. We are not property developers nor are we Real Estate agents and therefor we do not ask you [...]
What is the financial planning process? »
Financial Planning is a process, it is a confusing and often daunting process for many people however it is a process that we deal with every day and we work hard to ensure our clients are kept informed every step of the way We have quality procedures in place to ensure we fully understand your current financial situation, goals and [...]
Whats the Difference between Financial Planning and »
Investment Advisors, Mortgages Brokers Real Estate Agents and Insurance Agents often call themselves Financial Planners. This creates a huge amount of confusion in the industry as to just what is a Financial Planner and what does he do? The simple answer is that a Financial Planner develops and implements financial plans for his or her [...]
What Services Can You Provide? »
At Professional Investment Services we can provide a comprehensive range of services that will ensure you, our client is cared for in the manner you expect. The following is a list of our services. We are also strategically placed to introduce you to other industry professionals who may be of assistance to you should the need arise. * [...]
What Fees Do I Pay »
We provide an initial consultation to determine wether or not we can assist you in any area of your financial life. This initial consultation will be free of charge and you are under no obligation to proceed with any further with us should you desire not to utilise our services. Our professional fees vary according to the precise nature of our [...]
Why Have A Trust? »
People form family trusts for all sorts of reasons. Here are some of the most common: * Tax * Asset testing regime * Asset protection * Education * Succession * Relationship property Tax Family trusts can be taxed in one of two ways: First, any income that comes into the trust which is not distributed to beneficiaries [...]
What is an LAQC »
A loss attributing qualifying company (LAQC) is simply a normal company that has elected to be an LAQC. LAQC stands for loss attributing qualifying company, which means that any losses the company makes are allocated to the individual shareholders to offset against their personal income, thus resulting in a lower tax liability or a refund of PAYE [...]
