What’s your goal?

Before you can start your journey you need to know where you are going to end up. Our financial plan puts property investors on the road with a clear destination and a deadline for getting you there.

Setting your goals

We all have goals. It may be buying a home, an investment property or saving for your children’s education. You could be planning for your retirement or cherishing a seemingly far-off dream of financial freedom. Whatever it is, Investors Direct Financial Planning will help you meet those goals through better management of your finances.

A good financial planner uses the complete financial planning process to help you figure out how to meet your life goals.

  • A financial planner helps you take a `big picture’ view of your financial situation and makes financial planning recommendations that are right for you; and
  • A financial planner can look at all of your needs including budgeting and saving, taxes, investments, insurance and retirement planning.

Financial planners can be compared to a GP, as they work with other “specialists”, such as mortgage, tax and real estate professionals. However without the big picture outlined by a financial planner, property investors can find themselves being given conflicting and confusing advice from different specialist advisors who are all only interested in their own “speciality”.

This is like a patient trying to book himself in to see a specialist without first waiting for the proper recommendation from a GP. We all know that specialists get paid for their part of the overall effort regardless of whether or not the work that specialist does actually benefits the whole.

The focus of Investors Direct Financial Planning is to help our property investor clients set up their financial objectives with workable plans, and to assist them persistently towards achieving their financial objectives. We help you move through the 3 phases of Property Investing, as you grow and mature as an investor


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Can a SMSF help you achieve your goals?

Go to our Events to book your place in a SMSF Workshop near you

Click here to download the Property Advisory Guide

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Investors Direct Financial Group

Investors Direct Financial Group (IDFG) was established in 2001.
Our mission is to help our clients achieve and maintain their financial freedom.

Members of the IDFG Group include:
  • Nanmon Financial Services Pty Ltd, trading as Investors Direct Financial Group (ABN: 52 097 697 820 ; ACL: 402950)
  • ID Property Advisory Pty Ltd (ABN: 69 141 716 412 ; Real Estate Licence: 071792L)
  • Investors Direct Financial Planning Pty Ltd(ABN: 50 141 139 228 ; AFSL: 385827)
  • 8 Star Homes Pty Ltd (ABN: 83 135 066 876)