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.
Vaccination rates as they happen around the world

Vaccination rates as they happen around the world

 A new resource is now available that shows the rates per country of COVID-19 vaccinations.  We all suffered...

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Approaching the dawn

Approaching the dawn

 COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through...

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Videos and other resources for our clients

Videos and other resources for our clients

Making our website into a valuable resource for our clients is very important to us.  There are more tools...

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Retirement the ‘number one trigger’ for financial advice

Retirement the ‘number one trigger’ for financial advice

 Approaching retirement still remains the top reason for seeking advice from a financial planner, with...

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‘Unfinished superannuation business’ to watch for in 2021

‘Unfinished superannuation business’ to watch for in 2021

 SMSF services firm Heffron has outlined some of the legislative bills and pieces of guidance...

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Superannuation ideas for 2021

Superannuation ideas for 2021

 With the new year almost here, a technical expert has highlighted some of the key superannuation strategies...

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Retirees need new super investment approach

Retirees need new super investment approach

 The needs of retiree clients may not be properly serviced by traditional portfolio investment approaches, an...

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Returning expats reminded on tax snares with pensions, investments

Returning expats reminded on tax snares with pensions, investments

 With thousands of Australian expats still hoping to return home following COVID-19, a mid-tier firm has...

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2020 is coming to an end. Phew!!

2020 is coming to an end. Phew!!

 Some fireworks and a great Advent Calendar to help you celebrate. On behalf of all our staff we wish our...

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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:
  • Address:
    Suite 9, 924 Pacific Highway, Gordon NSW 2072
  • 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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