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

  • ownyourfuture@investorplan.com.au
  • (02) 9488 0400

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

  • ownyourfuture@investorplan.com.au
  • (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.
Investment and economic outlook, March 2025

Investment and economic outlook, March 2025

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

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Advisers should be aware of signs of elder abuse in SMSF structures

Advisers should be aware of signs of elder abuse in SMSF structures

SMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care...

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SMSFs hold record levels of cash and property

SMSFs hold record levels of cash and property

SMSFs are holding record levels of cash despite an interest level drop in February, according to AT...

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Trustees warned on early access

Trustees warned on early access

The ATO has warned trustees they will be held accountable for members who access super without meeting a...

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The Largest Empires in the World's History

The Largest Empires in the World's History

Check out the Largest Empires in the World's...

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Winners and Losers - Federal Budget 2025-26

Winners and Losers - Federal Budget 2025-26

 Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal...

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Building Australia's future and Budget Priorities

Building Australia's future and Budget Priorities

 Building Australia's future and Budget...

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Four SMSF breaches high on the ATO’s radar

Four SMSF breaches high on the ATO’s radar

The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the...

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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:
    ownyourfuture@investorplan.com.au
  • Office Address:
    Suite 2, Level 3, 828 Pacific Hwy, Gordon NSW 2072
  • Postal Address:
    PO Box 2, West Pymble NSW 2073
  • Office Hours:
    9AM to 5PM, Monday to Friday
    After hours appointments may be available upon request.

Send Your Enquiry