Insurance

From the comfort of your own home, you can think about what’s most important for you and your loved ones and then purchase only the elements of cover that you need.

Superannuation

Superannuation is the most tax-effective method of saving for your retirement. It is the largest asset we have, apart from our homes or investment properties.

Financial Planning

You may wonder what a financial advisor does with your money and how this professional decides on the best investments and course of action for you.

Property Investment

Investors Mortgage has been helping first home buyers and investors since 2007 with the mission of creating extraordinary mortgage solutions for Australians.

OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS!

ABOUT US

We are an award-winning team of financial planners combining a wealth of financial and market knowledge of over 15 years of experience, and a genuine interest and concern for our clients to help you achieve your financial goals and outcomes.

We are not just offering solutions. We ensure you understand what you are investing your money into. 

Most of all, we work hard to build a lasting relationship of trust with you.

FAQ's

If you have worked with us before of course then this will be continuation of achieving your financial freedom by assisting you to take your next step.  If you are a new client then this is a ‘getting to know you’ session for both parties. We only work with clients to whom we can add value and who wants to improve their financial wellbeing. We will discuss your hopes, goals, and circumstances as well as our financial planning philosophy and process.  We encourage you to ask any questions about finial planning in general and our commitments to you in particular.

 

Your first appointment will take only up to 15 minutes as it forms the basis for your understanding of who we are and what we offer, and our understanding of what you want and how we can assist you in serving/improving your financial needs.

Initial consultation is completely FREE of charge and NO obligation to proceed further unless you wish to continue.

Once we understand your goals and circumstances, we will let you know our professional fee for preparation of  your SOA (Statement of Advice) upfront without any surprises. 

Please note the above fees covers the implementation of your financial strategy and is dependent on the strategy we recommend. We will take you through step by step on all the components in your own terms where you’ll understand your surroundings (TAX implications) and how you’ll be reaching your goals with your designated plan. 

We have been in the industry for over 15 years and all of our financial planners are members of the Financial Planning Association (FPA) and are bound by a code of ethics and high professional standards over and above that required by law.

Therefore you can have a peace of mind that you’re on safe hands of  a trusted partner

On our website we have outlined our key service portfolio ‘s but we do provide tailor made service to suit your individual circumstances. Our current  Advice Service Agreement (sent out after you agree to proceed with your selected product plan) will outline and explain the specific services we will provide during the year.

We are a privately-owned financial planning firm and not owned by one of the big banks or insurance companies. We are free to offer advice on a diverse product using the best strategies that best suits our client’s requirements without the limitations as our  clients are our priority at all times.

TESTIMONIALS

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