Investors Direct Financial Planning

Investors Direct Financial Planning was established in 2010, after we discovered that most property investors under utilise financial planners, as the general perception is that financial planners mainly offer paper assets and insurance.

This is not entirely accurate, we have found that:

• There are a small percentage of financial planners who are not obliged to sell specific managed funds or insurance products to their clients, because they are not financially linked to, or owned by any of the products and funds providers.
  
• A very small percentage of financial planners understand that property investors generally have a preference of tangible assets over paper assets and can offer great assistance in tangible asset investment such as property or Gold & Silver bullion investment.
  
• Good financial planners work in their clients’ interest, and not those of the product providers. The value you get from the advice usually more than cover the fees you pay and the work done for you in solving your financial problems.
• Competent financial planners are more than willing to help their clients to become more independent and confident in their own financial affairs by offering sound retirement planning strategies, good cash flow management systems and ultimate control of their retirement through a Self Managed Super Fund.

Regardless of whether you are an investor interested in property or only paper assets, it is still important to take good financial planning advice in the areas of retirement planning, Superannuation, cash flow management and various insurances.

With all this in mind, Investors Direct Financial Planning has been established to help our clients to a comfortable financial position for future retirement.

Investors Direct Financial Planning offer the following services:

• Cash flow management systems and coaching.
  
• Risk management & Insurance.
  
• Self Managed Super Fund advice and set up.
  
• Investment advice.
  
• Retirement Planning.