Financial Planning

Success has nothing to do with luck. It has everything to do with being properly prepared and informed. Leave nothing to chance.

Nationwide Wealth Advisers believes that wealth gives us more choice about the way we want to live. To create and protect wealth doesn’t happen by chance – It is the result of receiving good financial advice. That’s where we come in.

To us the term “financial planning” represents the future, more importantly, your future.

Our firm takes the issue of financial planning very seriously and offers financial planning as an integrated part of accounting, taxation and financial services.

Our philosophy in this area is simple – because we are in the best position to understand your overall financial situation, we are also in the best position to offer advice about superannuation, investments and operating structures.

We pride ourselves on the personal service we give to all our clients, helping them navigate through life’s adversities and opportunities. We advise on your personal situation, whether you are accumulating wealth, protecting it, or planning for retirement.

Learn more about Yianni Tsimopoulos

Yianni Tsimopoulos is an Authorised Representative (298278) of Professional Investment Services Pty Ltd (‘PIS’) (ABN 11 074 608 558). PIS is the holder of an Australian Financial Services Licence (No 234951) under which PIS is authorised to, and carries on a financial services business which includes the provision of financial product advice and dealing in financial products.

Street Address
Level 9, 10 Bridge Street
Sydney
NSW 2000
Email: profinvest@cpal.com.au

GENERAL ADVICE WARNING

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.


Nationwide Accountants & Advisers