Company Profile

Investor Financial Planning provides advice on appropriate wealth creation strategies and can recommend new investments in shares, debentures, unit trusts, superannuation, rollover funds, annuities, friendly society bonds, master trusts, wrap services and mortgage trusts. As well as the services above we are able to advise on a wide range of insurance products such as life insurance, income protection, insurance bonds and disability cover provided through a variety of Life Companies.

At Investor Financial Planning we have trained and certified Financial Planners, who are representatives of Investor Financial Planning Pty Ltd. Investor Financial Planning is responsible for the advice provided by its representatives. Advice on these services is provided under Australian Licence Financial Services Limited No. 238244.

Investor Financial Planning Pty Ltd is a member of the WHK Group Limited, a company listed on the stock exchange.