Our Services

Our aim is to provide you with advice when you and/or your business needs it - not just when you ask for it. We've developed our traditional portfolio review practices into innovative client-focused services. Our flexibility & adaptability will ensure we can help you get the best results. Here is a list of  the services that we offer to our clients. This list is by no means exhaustive, and our team of friendly staff would be more than happy to take inquiries about services that you do not see listed.

Specialist Services Business Succession Planning Personal Estate Planning Strategic Financial Planning Retirement Planning Corporate Superannuation Risk Insurance

The Carter Group Pty Ltd ABN 63 149 945 931 is a Corporate Authorised Representative No 320715 of  Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951)

The advisors of The Carter Group Pty Ltd provide financial services advice as Sub Authorised Representatives of Professional Investment Services  Pty Ltd.

The Professional Investment Sevices (PIS) head office address is; Level 14, Corporate Centre One Corner Bundall Road and Slatyer Avenue Bundall QLD 4217

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