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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Self-employed? Don’t leave your business at risk.
What would you do if you became sick or injured and were unable to keep your business running? It’s not something that is often thought about, but it is important to take a moment to consider it.
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Make technology work for you
Are you a new technology pioneer, or a proud ‘technophobe’? Wherever you sit on the digital spectrum, the transformative power of technology is undeniable. What’s important is how you harness it.
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Top tips when preparing your Will
Preparing a Will can be complicated, especially if you have a complex family structure. Here are some tips to consider when writing a Will
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