Investment Planning & Wealth Creation

Building your wealth, protecting your wealth

Financial security cannot be achieved without saving and the faster you save, the quicker you will achieve financial success.

Many people find it hard to save and without discipline and a regularly reviewed plan, the temptation to withdraw is high.

It is difficult to navigate investment options on your own. Our Investorwise financial advisers are ready to help, analysing market trends, industry changes and interest rates to find the best solution for your personal plan.

Superannuation & Retirement Planning

What’s your ideal retirement and how to achieve it?

Superannuation can be very confusing and concerning for our future retirement as rules constantly change. Most of us want certainty in our lives to make decisions and important plans for the future.

The Investorwise team works with you to identify the funds you need to retire and maintain a comfortable lifestyle. You don’t need to worry about how long your money will last. We are all about providing you peace of mind and this includes developing and implementing a financial plan to act as your ‘roadmap to retirement’.

Cashflow Management

Helping you to better manage your money

Successful cash flow management is knowing where your money goes, spending it wisely and having a tracking plan.

If you don’t take responsibility for your money, no one else will. At Investorwise we work with you to identify your current expenditure and provide the tools and benchmarks to successfully manage your cash flow with the aim to maximise your savings and investment potential.

We help you strive to be in the best position to take advantage of all opportunities to achieve your goals and objectives.

Debt Management

Take control

With debt so readily available, we are all encouraged to spend. It is easy to focus on the short term, accumulate debts and forget about the future.

However, at some stage all debt will need to be repaid. At Investorwise, we help you understand the the key to better debt management. This will empower you to take control of your financial position in the short and long term.

Protect – Insurance

Your peace of mind

Losing a loved one or becoming sick or disabled is traumatic enough without the additional financial stresses for your family.

We work with you to identify risks and put a plan in place to protect you and your family against financial hardship.

Each client needs are different so each solution must be tailored. We work with you to determine the most appropriate and cost effective solution.

Self Managed Superannuation

What is right for you

It is important to understand all the pros and cons before you act, to ensure you make the best decision. We work with you to identify whether this option is appropriate for you and it should be structured.  

If you already have a fund in place we will work with you to prepare an investment strategy and implement investments  appropriate for you and how it should be structured to your needs.

If you are time poor and happy to outsource we have a total administration and investment solution where we facilitate all the aspects from a funds establishment to its ongoing operation ensuring that it remains compliant at all times.

This information has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained here is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. In addition, the examples provided in this content are provided for illustrative purposes only. Although every effort has been made to verify the accuracy of the information contained in this content, Infocus, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this content or any loss or damage suffered by any person directly or indirectly through relying on this information.

“Investorwise Financial Pty Ltd ABN 57 814 121 070 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523”