About us

Investor Comfort Financial Services is a relatively new name for an old established business still providing an old fashioned service.

Our belief is that wealth doesn't just happen by chance but requires informed decisions and continuous management. Our advisers are experienced in assessing your financial position and recommending long term strategies in line with this.

Investor Comfort Financial Services is a Corporate Authorised Representative (No. 429975) of Professional Investment Services Pty Ltd. (Licence No. 234951). Our connection with Professional Investment Services provides us with extremely competent ongoing training in compliance, research and back office support, all of which are essential ingredients for a modern financial planning practice.

OUR MISSION

To build and maintain a trusted relationship with our clients while providing quality and ethical financial planning solutions to build and protect their wealth.

To explain all aspects in plain English and help clients understand the financial planning process.

To take into account each clients individual financial and lifestyle goals.

To provide comfort and peace of mind in knowing that we have the expertise, knowledge and training to recommend appropriate strategies.

To act in the best interests of our clients at all times while providing a timely, professional and personal service.

OUR VISION

Develop long term strategies to maintain the living standards of our clients now and in retirement while working towards extra goals and objectives like an added investment, a new car or that special holiday.

Do the best job that we can for our clients, in order to meet their financial needs and achieve lifestyle goals, as if they are our own parents, siblings or kids.

OUR STAFF
RICK STROHMEYER
Rick has worked in Financial Services since 1981 and was a Financial Planner from 1992-2019. Rick has now taken on a role in Administration. Rick is a keen fisherman in his spare time and loves catching up with family and friends.


JASON HALES
Jason holds an Advanced Diploma of Financial Planning and is an active member of the Association of Financial Advisers (AFA). Jason has worked in Financial Services since 2007 and became a Financial Planner in 2010. Jason is a Sub Authorised Representative of Investor Comfort Pty Ltd and joined the group in 2007. AR No: 346185. In his spare time Jason enjoys playing and watching football (soccer) and spending time with his wife and 4 Children.

WHO IS PROFESSIONAL INVESTMENT SERVICES?


A financial planner must be licensed by the Australian Securities and Investments Commission (ASIC) or be authorised to represent a licence holder. Professional Investment Services Pty Ltd Australia holds Australian Financial Services Licence No. 234951 and we are Authorised Representatives under this licence number.
Professional lnvestment Services (PIS) is an Australian owned company, owned by professionals (Financial Planners and Accountants) who are members of the company. This means we are able to be objective in our assessment of your requirements.

PIS has offices in all capital cities throughout Australia as well as an extensive regional network and are continuously expanding. We have a dedicated team of financial planners and associations with accountancy firms Australia wide.

As authorised representatives and members of professional bodies, we are required to complete on-going professional development to ensure our advice remains appropriate to the ever changing financial environment. These changes include tax law, superannuation regulations, workplace contracts and Centrelink, to name a few. Our knowledge in all aspects is continually updated through professional developments offered by PIS and ongoing formal education.

PIS Head Office:
Level 9
10 Bridge Street
SYDNEY NSW 2000
Tel: 1300 557 598

Contact us on (07) 3133 4417 or info@investorcomfort.com.au for a free initial consultation

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 Investor Comfort Financial Services Adviser 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 Investor Comfort Financial Services, Professional Investment Services Pty Ltd 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.
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Investor Comfort Pty Ltd T/A Investor Comfort Financial Services is a corporate authorized representative No 429975 of Professional Investment Services Pty Ltd
ABN - 11 074 608 558 | AFSL - 234951
T: 1300 557 598 E: profinvest@cpal.com.au