PJT Accountants & Business Advisors on the Sunshine Coast

Financial Planning

PJT Accountants & Business Advisors ultimate strength is the professionalism and expertise of our financial planner, Mark Cann. Mark Cann is an authorised representative of Professional Investment Services Pty Ltd.

Using his wealth of knowledge in financial markets, coupled with a close relationship with our accounting team, Mark is able to tailor individual strategies to provide every opportunity for your portfolio to generate continual robust returns.

Services: 

• tax-effective investment planning
• wealth creation strategies
• wealth protection strategies
• cash, fixed interest, property and share investments
• diversified investment analysis and strategies  
• financial protection assessment
• master trust services
• managed funds
• superannuation and rollover investments
• self managed superannuation funds
• financial planning following redundancy
• retirement planning
• access to estate planning, including trusts, power of attorney and will preparation

Read about more services offered at PJT Accountants:

Taxation | Business Advisory | Finance Services | Audit & Assurance | Superannuation | Due Diligence | Risk Management | Wealth Creation