Quality financial advice and planning to suit you and your goals.

  • (02) 9488 0400

Quality financial advice and planning to suit you and your goals.

  • (02) 9488 0400

Our goal is to help you own your future.

Our industry experts offer advice on:

Guidance on Budgeting

Savings & Wealth Creation Strategies

Investment Planning

Superannuation Planning

Pre-retirement Planning

Retirement Planning

Aged Care Planning

Risk & Insurance Analysis

Estate Planning Considerations

Centrelink Planning

Super & Divorce Planning

Salary Packaging Advice

Business Succession Planning

Call us now on (02) 9488 0400 to book your free initial consultation or scroll down to find out more on how we can help you.

How We Can Help You

With a strong team of experienced financial advisers and support staff, we provide you with the most appropriate advice tailored to your situation.

Select one of the following services to find out more. Prefer to talk to someone? Call us now on (02) 9488 0400 to find out how we can help you.

Who We Are

Investorplan has now been helping Australians provide for their financial future for over 15 years.
Two people meeting at a financial advisor.

Expert financial advisors dedicated to helping you.

Financial success and security is all about establishing your goals (a financial plan) and developing an investment strategy that will help you achieve them.

At Investorplan, we aim to establish this plan and implement the investment strategy so that you can 'Own your Future'.

Investorplan enable clients to answer the following questions:

  • How can I provide for a comfortable retirement?
  • What investments should I have?
  • How can I make the most of redundancy?
  • Where should I invest?
  • Should I borrow?
  • How can I increase my wealth?
  • Can I use Super to build wealth?
  • Am I paying too much tax?
  • How should I pass my wealth to my children?
  • How can I insure to protect my assets?

Latest News

Read our latest news articles, filled with handy hints and useful information.
Tax time: calculating investment income and deductions

Tax time: calculating investment income and deductions

 Here's a check list of what you will need to include in your 2020-21 income tax...

Read More

ATO extends Division 7A relief

ATO extends Division 7A relief

 The ATO made an extension relief for affected taxpayers and related SMSFs who are unable to meet the...

Read More

Drawdown relief for all pensions

Drawdown relief for all pensions

 The reduced minimum pension relief that will now apply for the 2022 financial year is not restricted to...

Read More

Tax Time Checklists -  Super Funds; Individuals; and Company, Trust, Partnership

Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership

 Working from home because of COVID-19 means most will have more deductions than in a normal year.  These...

Read More

What's your risk profile?

What's your risk profile?

 Your attitude to risk is one of the most important factors to consider when it comes to...

Read More

Downsizer and bring forward combination creates new opportunities for super strategy

Downsizer and bring forward combination creates new opportunities for super strategy

 With the recent bring-forward measures passed along with further extension proposed in the federal budget...

Read More

Trust deed must include certain items

Trust deed must include certain items

 An SMSF trust deed must have a series of non-negotiable items in it, such as rules allowing the use of a...

Read More

Five investing tips for beginners

Five investing tips for beginners

 Here are five investing tips for those who are just beginning their investment...

Read More

End of year financial strategies

End of year financial strategies

 With the end of the financial year approaching there may be some valuable opportunities worth discussing for...

Read More

Read more news articles

Client Resources

Use these free online tools to create budgets and manage your finances.

Contact Us

Contact us now for quality financial advice from our friendly team of experts.

Contact Details

  • Phone:
    (02) 9488 0400
  • Fax:
    (02) 9418 1588
  • Email:
  • Office Address:
    Suite 1A, Level 2, 802 - 808 Pacific Highway, Gordon NSW 2072
  • Postal Address:
    PO Box 2, West Pymble NSW 2073
  • Office Hours:
    9AM to 5PM, Monday to Friday
    After hours appointments may be available upon request.

Send Your Enquiry

Retirement Planning

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Retirement planning continues to be an foriegn concept for a substantial number of individuals. A prerequisite for a comfortable retired life is detailed planning.

You need to set goals, make investments and work towards achieving them.

A comfortable retired life comes at a price. Visualise what will make you happy and then see if you can work towards paying for that happiness.

How Much Will I Have In Retirement?

We use sophisticated modelling techniques to help you understand how your super will grow over your lifetime.

Required Income in Retirement

We use sophisticated modelling techniques to help you understand how much you need to contirbute to your super to reach your retirement income goals.

Shortfall Gap

Whether retirement is still several years away or just around the corner, you should start thinking about what you’d like to achieve in the years following full time employment.

Your lifestyle in retirement will be largely governed by your financial position. That’s why it’s so important to start planning for your financial security as soon as possible.

With a secure financial future, you’ll be able to have the kind of retirement lifestyle you’ve always wanted.

Contact us on (02) 9488 0400 to get a personalised report for your circumstances.

Investment

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If you're seeking to build wealth during your working life, Investorplan can help you with:

Invest How Much Do I Have for Investment?

Long Term Wealth Creation (10%)
Debt Reduction (20%)
Day to Day Living (70%)

My Investment Portfolio

There are many reasons to invest instead of saving money for your personal financial goal. Here are some of the typical reasons to save.

My Personalised Situation

Contact us on (02) 9488 0400 to get a personalised report for your circumstances.

Insurance

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My Personal Insurance

There are many reasons to protect yourself from life’s risks.

Read below to see why.

What Happens If You Die Too Soon?

If your spouse had died last night, how would that leave you financially?

Could you:

Life Insurance provides a lump sum on the death of an individual to provide the surviving family members with the lifestyle they deserve.

What happens if you were diagnosed with a Heart Attack or Cancer last night?

Financially, what would you like to happen? Would you:

Trauma Insurance provides a lump sum on the occurrence and/or diagnosis of a major trauma.

My Personalised Situation

Contact us on (02) 9488 0400 to get a personalised report for your circumstances.

Financial Planning

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My Financial Plan

An important objective of the financial planning process is to ensure your financial growth and security over the long term.

To help achieve this, you should:

Once these have been determined, an appropriate investment strategy can be developed as a key component of your financial plan.

Asset Allocation Strategy?

After the identification of your investor profile, the asset allocation process is the single most important factor in determining whether you achieve your investment objectives.

Put simply, asset allocation is the distribution of your investment dollars among different asset classes such as international shares, property, Australian fixed interest.

The proportion of funds invested in each asset class for any investor will depend on several factors including your:

Diversifying Your Investments

Diversification means spreading your funds across various investment markets and/or fund managers to manage investment risk – that is, not ‘putting all your eggs in the one basket’. It works on the principle that different investment markets (such as shares, property, fixed interest and cash) perform well at different times.

In fact, over the 10 year period between 1993 and 2003, most generally accepted investment classes (or sectors) have been a top performer in at least one year. Therefore, your portfolio should be constructed using an appropriate mix of funds with exposure to investments across all or most sectors.

Ongoing Review of Your Investments

After you accept the recommended investment strategy presented by Investorplan, they will arrange the placement of investments as suggested in your investment strategy or financial plan.

To ensure the initial strategy continues to meet your objectives in keeping with your changing personal circumstances, you should meet with your financial planner at least once a year to review it.

My Personalised Situation

Financial success and security is all about establishing your goals (a financial plan) and developing an investment strategy that will help you achieve them.

Contact us on (02) 9488 0400 to get a personalised report for your circumstances.

General Calculators

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Use these free tools provided by MoneySmart - a fantastic resource for general financial information and calculating your financial position. Please get in touch with us if you would like to discuss the results you have of using these calculators.

Secure File Transfer

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Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer below, or contact us if you require a username and password.

Useful Links

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Included are a range of useful finance and business related links to assist you.

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