who Investorplan - Financial Planning and Advice Gordon NSW 2072
Tap to Call Now | (02) 9488 0400

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

  • (02) 9488 0400
Tap to Call Now | (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.

Aiming towards business succession? Our expert team are here to help ›
Confused about your superannuation? Get in touch with us for advice to suit you ›
Time to plan your retirement? Contact us now to get started ›
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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.

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Financial Planning
Retired senior couple at the beach.

Retirement Planning
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Investment
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Insurance

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.
ATO reviewing all new SMSF registrations to stop illegal early access

ATO reviewing all new SMSF registrations to stop illegal early access

The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying...

Read More

Compliance documents crucial for SMSFs

Compliance documents crucial for SMSFs

Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable...

Read More

Investment and economic outlook, October 2024

Investment and economic outlook, October 2024

The latest forecasts for investment returns and region-by-region economic...

Read More

Leaving super to an estate makes more tax sense, says expert

Leaving super to an estate makes more tax sense, says expert

It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination...

Read More

Be clear on TBA pension impact

Be clear on TBA pension impact

The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must...

Read More

Caregiving can have a retirement sting

Caregiving can have a retirement sting

Around 3 million Australians are unpaid caregivers. Most face a super...

Read More

The biggest assets growth areas for SMSFs

The biggest assets growth areas for SMSFs

What five years’ worth of SMSF asset allocation data...

Read More

20 Years of Silicon Valley Trends: 2004 - 2024 Insights

20 Years of Silicon Valley Trends: 2004 - 2024 Insights

Check out the 20 years of Silicon Valley...

Read More

Investment and economic outlook, September 2024

Investment and economic outlook, September 2024

The latest forecasts for investment returns and region-by-region economic...

Read More

Read more news articles

Client Resources

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

Educational Videos

A range of videos on important topics related to planning you and your family's financial future.
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Secure File Transfer

Use secure file transfer to quickly and easily transfer files and documents between you and us.
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General Calculators

These calculators are powered by ASIC's MoneySmart and allow you calculate mortgages, plan retirement costs many other aspects of your finances.
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Useful Links

Linked related to Australian finance and business, compiled in a straightforward list to help you.
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eWombat Search

eWombat makes searching the ATO, Centrelink, ASIC and other relevant Australian websites easier, quicker and more accurate.

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.

Managing my money

Borrowing and credit

Superannuation

Retirement

Investing

Secure File Transfer

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.

Tax Resources

Finance Links

Accounting Software Links

Anti-virus Software links

Business Links

eWombat Search