Services

We appreciate everyone is different and therefore our clients have diverse advice and service requirements.

At Orbe Solutions our focus is on establishing a long-term relationship with our clients by delivering quality personalised advice and service. We offer a range of services for private individuals, trusts, companies and employers, as well as for other professional firms such as solicitors and accountants.

Our clients fall into three specialised areas:

Self Managed Superannuation Funds
Private Wealth
Focused Financial Planning

We offer a complete service for our Self
Managed Superannuation Fund (SMSF) clients from establishing a fund then providing
proactive advice and strategies at each stage of the life of the fund through to administering and liaising with the accountant of the fund.

We assist our private wealth clients to build an investment portfolio which will fulfill their
financial goals throughout their life and ensure they are protected for life’s unexpected events.

We also offer services for clients who need targeted advice on investments,
superannuation, insurance or estate planning.

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 Professional Investment Services Pty Ltd (PIS) 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 PIS 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.