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Welcome to Investorplanning

Investorplanning Pty Ltd  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.

Financial planning gives overall advice in a financial plan that will:

     Be based on your objectives
     Meet your needs
     Minimise tax, and
     Minimise financial risk.

  Issues to Consider

Will you have enough money to retire when you want to, and be debt free?

Have you invested in a tax effective manner?

Are you getting the best return from your investments?

Would you survive financially if you were unable to work, had a stroke, or a heart attack?

Do you have enough life insurance to pay out debt and support your family until they are independent?

If you had a previous relationship, perhaps with children, and/or you now have a “blended” family, will their ongoing financial needs be met if you died?

Do your will arrangements minimise your beneficiaries’ tax exposure and protect their benefit if their relationships fail?


Financial Planning Association of Australia Limited   
Principal Member

  Investorplanning Pty Ltd [ABN 37 626 973 536]
A Corporate Representative of Australian Financial Services Limited ABN 50 116 900 362
Australian Financial Services License Number 297239. Level 15, 520 Collins Street Melbourne Victoria 3000