Our Serendipity Pty Ltd
Investment Plans in Sydney

PS Financial Services had its beginnings in 1969, when Martin Barnes established and built a prosperous life insurance and investment business called 'Time Financial Planning'. 1998 was the true landmark year in the history of PS. Paul As pros joined Time Financial Planning and the two businesses merged. Since this time, PS has enjoyed a steady path of growth to being a practice with 35 advisers across four offices and over 2 billion of funds under advice.

Retire correct A sound splendid strategy now means more best when you retire. PS provides business solutions to Financial Advisers or advice firms who are: It’s also about taking stock of your finances and making sure your money is invested in the right places and protected. If your business is affected financially as a result of an event, business insurance can help you recover. If you own or partly own your business, having a appropriate succession plan means your business can continue to prosper when you step aside. Aged protection costs depend on the type of concern required, and it’s a good idea to talk to one of our Financial Advisers about your or your parents’ personal circumstances. Andrew is an expert in the areas of investment and assets creation, assets management, superannuation and retirement planning. Ben has over 15 years' experience in the financial services industry, including 12 years specializing in corporate super, group insurance and employee benefits, where he provides advice and service to corporate clients and their employees. Bill has been in the financial services industry for more than 15 years and is a partner at PS Financial Services. With more than 25 years’ experience in the financial services industry, Chris provides investment advice, portfolio management and financial planning services to private clients, family groups and superannuation funds. With more than 30 years’ experience in the financial services industry, DPs is well competent to produce risk advice, corporate superannuation advice, investment advice, portfolio management and financial planning services to clients, families and corporate superannuation funds. Mark has been in the financial services industry for over 30 years and has been providing financial advice for over 16 years. Whether through superannuation, retirement, investments or insurance, he’s committed to providing his clients with the correct promote to make informed decisions about their finances, and as a result improve their overall financial well being. Peter has been active in the financial services industry since 199 and has been an energetic financial adviser since 2006. With more than 30 years’ experience in the financial services industry, Wayne is well competent to provide investment advice, portfolio management and financial planning services to private clients, family groups, superannuation funds and trivial to lenient sized businesses. Regardless of the way parents decide to financially assist their children buy a home, life insurance on the lives of children and even their partners should be considered. The local market fell as a result of some needy company reporting and profit taking by investors. So it’s no wonder that more and more parents are busy while raising a family. Equity markets locally and globally pushed higher on the back of rising commodity prices and better economic data out of China. If I have savings, do I need life insurance? Share markets globally pushed higher as poorly received weak US data seemed to decrease the likelihood of an interest rate rise this year. Most people know they can transfer their property, money and personal effects to their defendants and others through their Will. Markets were mixed this week on uncertainty ahead of the US central bank’s meeting after week where a decision on a potential rate rise will be made. The local market fell following falls in the US and European markets.