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Investment & Financial Planning
118 Railway Street, West Perth, Western Australia, Australia
About Investment & Financial Planning
Welcome to Investment & Financial Planning (IFP), a trusted and experienced financial planning practice located in West Perth, Australia. With over 40 years of expertise, our highly-skilled team of Advisers and support staff are dedicated to providing tailored solutions to help our valued clients achieve their financial goals.
At IFP, we specialize in wealth creation and investment advice, financial planning, insurance, retirement, superannuation, and estate planning. Our mission is to make a positive difference in the lives of our clients by delivering the highest standards of service and educating them along the way.
Whether you are an individual, a young family planning for the future, saving for your first home, empty nesters transitioning to retirement, or retirees seeking comprehensive ongoing advice, we will work with you to develop the right plan. We are proud to announce that we have recently been awarded a 98% client satisfaction rating by CoreData, a financial services industry audit.
When it comes to making your money work harder for you, we understand that not all investment options are suitable for every stage of life or individual needs. With discipline and a tailored plan, IFP can help you build a solid financial future.
Superannuation is a vital tool for securing your financial future in retirement. Our team can assist you in regularly reviewing your superannuation account and contributions to ensure you are on track to achieve your retirement goals.
Planning for retirement should start early, and we can guide you through simple yet clever steps to structure your retirement income to suit your needs and objectives. We believe that a comprehensive risk management strategy is the foundation of any financial plan, and we will work with you to determine the right type and level of cover for your individual circumstances.
Tax efficiency is an integral part of the financial planning process, and we can help you explore tax-effective strategies that align with your objectives. Additionally, our experienced team can provide estate planning advice to ensure your assets are distributed according to your wishes.
At IFP, we also offer assistance with all your mortgage needs. Whether you are purchasing property, investment property, or refinancing your existing home loan, we can help you obtain the right loan that suits your needs.
Understanding and structuring entitlements from the Age Pension or other Government benefits can have a significant impact on your standard of living in pre-retirement or post-retirement. Our team can help you maximize your income stream through these funds.
Don't just take our word for it. Our clients have expressed their satisfaction with our services, praising our honest and no-nonsense approach, prompt response, and enthusiastic assistance.
For more information or to schedule a consultation, please visit our website or contact us directly. We look forward to helping you plan, invest, and enjoy a secure financial future.
Disclaimer: The information provided is of a general nature and should not be considered specific advice. We strongly recommend seeking professional advice based on your personal circumstances. While we strive to provide reliable sources, we do not guarantee the accuracy or accept liability for any errors or omissions. Past performance is not indicative of future results. Please refer to the Product Disclosure Statement (PDS) before investing in any mentioned products.
a1/118 Railway St, West Perth WA 6005, Australia
Opening hours of Investment & Financial Planning
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
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