Who we help

There are a variety of reasons to seek advice and these will often align with your financial situation or stage in life.

In your 20s & 30s you may want to focus on

Developing a savings and investment plan to build long term wealth
Ensuring you have adequate life insurance cover and that all assets are protected
Ensuring you have a suitable superannuation plan
Tailored investment strategies to build a retirement nest egg and reduce tax
Building investments outside of the family home and superannuation

In your 40s & 50s you may want to focus on

Paying off your home loan quickly
Ensuring your super is structured appropriately
Protecting your current wealth

In pre-retirement you may want to focus on

Strategies to minimise tax
Investment strategies to maximise capital growth and income from retirement assets

In retirement you may want to focus on

Fine tuning your investment strategies
Estate planning
Investing money for grandchildren

Our programs

We offer programs that cater to people at all stages of life.

Foundation to wealth
This program is designed for people who are starting out in their first job or who want to grow and protect their wealth or need help taking control of their finances.

Pathway to wealth
This program is geared towards people who have a solid financial base and are now looking to take the next step. It’s aimed at people who want their money to go further and /or have $100k of their own equity.

Wealth management
This program is about maintaining your portfolio and getting your money working for you (so you don’t have to). It’s designed for people who want to grow and protect their established assets (business, personal or investment). It includes up to four review meetings per year with detailed reporting.

See what people say about us

“I have been a long-time user of Premier Investment Solutions for all of my superannuation and other investment advice. They have always provided excellent advice and strategies to suit my requirements and they can be relied upon to give prompt attention to any queries or changes that I wish to make. I would be pleased to highly recommend them to any prospective clients for their professional approach which has always met or exceeded my requirements.”

– GM

“We first went to Premier Solutions to get help with setting ourselves up for retirement. Prior to talking to Terry and Andrew we really had no idea of how we could set ourselves up for our future. They first found out what our expectations were and set us up with a plan to achieve our goals. Over the next few years, they kept reviewing and adjusting our plan and kept us on track. We are now retired and I’m happy to say our goals were not only met but exceeded. We put our trust in Premier Solutions and they have come through. It is great to deal with honest business people that are trustworthy and friendly. We can highly recommend Premier Solutions Traralgon to anyone looking for financial planning.”

– RN

“Whenever we have a question or enquiry, Terry & Andrew have always followed up in a timely & efficient manner. In receiving financial advice from Premier Investment Solutions, Terry has always taken the time to explain the process, costs & expected outcomes.
Terry has been a pleasure to work with & makes us feel confident & we trust him 100% with our finances. We have recently started working with Andrew and are receiving the same excellent service.”

– SC

“My wife & I have had our financial affairs managed by Terry for over 25 years with great results. We have been extremely happy with his advice & expertise in handling our financial affairs. Now in our retirement years the assistance of Terry, & now Andrew, has been crucial in providing us with a secure & comfortable retirement.”

– MC

“Very happy and comfortable with the financial advice and support provided by Premier Solutions in managing our superannuation and would recommend them to anyone seeking good financial advice.”

– SM

Working with us

At Premier Investment Solutions ‘our people’ are what makes us successful – this is why we provide an environment that encourages our team to perform at their best and enjoy a long and rewarding career.

We support and encourage all our team to develop professional and interpersonal skills, business acumen and contribute to the growth of the organisation. We also offer flexible working arrangements and multiple entry pathways.