Investor Planning is a dynamic and innovative privately owned Financial Advisory Practice which is affiliated with Australian Financial Services (AFS), a licensed dealer is securities, a registered life insurance broker and a Principal Member of the Financial Planning Association (FPA).

An environment of foresight and integrity is fostered at Investorplanning Pty Ltd.  Our staff are encouraged to use leading-edge analysis when considering a client's personal needs, and their regular reviews focus on the level of professionalism in their work.  Our team is trained well (continuous development is a focus here) and their skills are refined through variety and autonomy in their projects.  All who work at Investorplanning Pty Ltd are committed to open and constant communication as one way to maintain exemplary industry standards. 

We want our clients to have access to unbiased financial planning expertise.  When setting up this service, our search revealed that many financial planning organisations were in fact owned by insurance companies or Banks, which could possibly influence the range of fund managers and products they offered.

Through our association with Australian Financial Services Ltd (AFS), you have access to a total range of Financial Planning Services.  AFS's research and technical backup supports our team when preparing appropriate solutions for your planning needs.  Our ongoing monitoring and reporting systems ensure currency and flexibility for the financial planning needs of your changing lifestyle and income.

With over 30 years (combined) of experience, Investorplanning  has all of the required expertise to meet the demands and requirements of our clients.