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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.

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Our services

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Wealth creation

Build financial security now to enjoy your lifestyle in the future

Retirement planning

Create strategies to help you maximise your retirement savings

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Self-managed superannuation funds

Provides you with control on how you invest your super benefits

Articles

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Economic outlook: looking ahead to 2021

How we get past the Coronavirus pandemic will be a defining moment of 2021. The direction of the United States under its new President, Joe Biden*, will also be watching closely around the world.

Which are you – a saver or investor?

Whether you are a saver or investor could make a major difference to your lifestyle in the long run.

Transitioning to retirement

If you have reached preservation age, currently 58, the Australian Government has made it possible for you to access your super as a non-commutable income stream while you are still working.