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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Quarterly Economic Review - 30 June, 2021
The COVID-19 pandemic remains a major feature on the global stage, although global economic recovery continues, with the JP Morgan Markit Global Composite PMI remaining positive.
Understanding changes to granny flat arrangements
On 1 July 2021, a new capital gains tax (CGT) exemption was introduced for certain granny flat arrangements, making it easier for older Australians to enter formal granny flat arrangements with the added protection from possible financial abuse if circumstances within the family change.
Navigating your way through a redundancy
The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020 quarters in the wake of COVID-19¹. If you are facing a possible redundancy at work due to the aftermath of COVID-19, or a company restructure, this is considered a significant life event that may impact your career, family, mental health and financial wellbeing.