ProInvest

ProInvest ProInvest can help you build your wealth with quality advice from one of our highly qualified Finance

ProInvest delivers personalised, experienced and expert financial services for your secure future. ProInvest brings together a powerful combination of experience, expert knowledge, commitment and dedication to our clients. ProInvest Advisers are Authorised Representatives of Professional Investment Services Pty Ltd and members of MFAA (Mortgage and Finance association Australia). SERVICES PROVIDED



• Financial advice
• Superannuation and retirement planning
• Investment advice
• SMSF advice
• Insurance advice
• Mortgage Finance for Property acquisitions (this service is not covered under Professional Investment Services licensee)

WHY CHOOSE PROINVEST

The offices of ProInvest and its Professional Advisory team have a reputation for offering personalised financial guidance paving the way for you to a secure future. We provide a comprehensive suite of financial services to meet your goals and expectations. Our success has been largely due to referrals from existing clients and other professional networks, including accountants.

"Highly recommend Nick and the ProInvest team for all financial services from refinance, superannuation, insurance to fi...
08/04/2023

"Highly recommend Nick and the ProInvest team for all financial services from refinance, superannuation, insurance to financial planning. The service is professional, approachable, of high quality and is perfect for simple through to complex situations, all while delivering exceptional results."

- Simon Dal Zotto

Meet Ahmet - ProInvest's Financial Advisor in the South Yarra Office.Ahmet has worked in the Financial Services industry...
06/04/2023

Meet Ahmet - ProInvest's Financial Advisor in the South Yarra Office.

Ahmet has worked in the Financial Services industry for several years across a number of roles. Now as a Financial Adviser, he is focused on ensuring that he has a clear understanding of his client’s current situation and future goals. This provides the foundation for developing and recommending appropriate strategies that will assist his clients in achieving their financial goals.

Curious about working with our dedicated team?
Make an appointment today:

📱 (03) 9428 0041
📧 [email protected]

Meet Pantelis; our Customer Service Officer/Para Planner. Pantelis has joined the team at Proinvest with a Bachelor of B...
31/03/2023

Meet Pantelis; our Customer Service Officer/Para Planner. Pantelis has joined the team at Proinvest with a Bachelor of Business (Economics and Finance) at RMIT University. Affectionately known as “Bundy”, Pantelis is a highly valued addition to the team at Proinvest providing additional support to our planners and our clients.

“My goal is to assist clients with general queries and support the Proinvest team with implementing our client’s financial planning needs. Gaining more experience and knowledge in the financial industry allows me to be one step closer in achieving my goal of one day becoming a skilled Para planner.”

ProInvest assists many clients that own or manage businesses from sole-traders to larger organisations across various in...
30/03/2023

ProInvest assists many clients that own or manage businesses from sole-traders to larger organisations across various industries. During the course of running your own business, ProInvest is here to help guide you through both difficult times and opportunities that arise. Having sound advice and guidance at critical times in the life of your business can make all the difference, not only in terms of financial survival but between maintaining the status quo and achieving real growth.

Make an appointment today:

📱 (03) 9428 0041
📧 [email protected]

We offer comprehensive, fully integrated services to deliver strategies designed to help you reach your unique financial...
14/02/2023

We offer comprehensive, fully integrated services to deliver strategies designed to help you reach your unique financial goals.

Secure your future – make an appointment today

📱 (03) 9428 0041
📧 [email protected]

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In Australia, plug-in electric cars account for just 0.6% of new vehicle sales.[1] This likely reflects a combination of negligible government subsidies and lax vehicle emission standards, whi...

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19/11/2020

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As the dust settles on a Biden Victory, the race for the Senate rages on. What does this mean for markets and what are the implications for investors?

Address

7B Claremont Street
South Yarra, VIC
3121

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61394280041

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