About Investor planning
Established in 1991, we are a boutique financial services firm offering services to small to medium size businesses and individual clients. Based in Flemington, Victoria, we pride ourselves in providing a high level of personal service.
Our trusted professionals will look after your financial needs from superannuation and retirement planning, to investments and insurance.
Call us today for a 30 minute complimentary initial consultation. We will provide you with an insight into our business and the services we can provide.
We pride ourselves in offering a professional, friendly service. It is our goal to build a strong long term relationship with you.
Contact our friendly team today
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Economic Update: Looking ahead to 2022
If you can imagine the economy as a road, 2020 saw a major earthquake emerge with the Coronavirus pandemic, and the lockdown restrictions that followed to halt its spread, and the Government and RBA support helping to divert traffic around this major obstacle. 2021 will be a year of bouncing back and looking forward to the economic recovery, with rebuilding and a gradual resumption of normal activity. However, the world in many ways has now changed.
Retirees’ Fears and Expectations
For many, the word ‘retirement’ is associated with the idea of extended holidays to far-flung locations or spending quality time with grandchildren. However, there are a range of financial, emotional and psychological fears that are often linked to retirement – and for good reason.
How do you know when the advice is right?
Seeking financial advice can turn your life around and put you on a path to a happier and more secure financial future. But where do you start? Who do you trust? How do you know you are going to get value for money?