Front Page - Investment planners

What we do

Finance Planning & Investment offers a truly holistic approach to assisting their clients to successfully navigate the complex world of debt reduction, financial structuring, asset acquisition, effective tax planning and wealth management. At FPI we believe that genuine wealth management rests on the foundation of what we do every day and the plan we implement for the long term. FPI has formed strategic alliance with licensed professionals in their respective fields, offering a comprehensive platform to guide you on your journey to FINANCIAL FREEDOM. Maximising the potential for you to achieve your goals. WE BELIEVE THAT THE ABILITY TO BECOME TRULY FINANCIALLY SECURE IS AVAILABLE TO ALL.

Loan Structures

When it comes to sound property investment, loan structure needs to be carefully considered. This can allow you to stretch your dollar further. We look at the types of home loan, consider what features they offer and if they will reduce your mortgage/costs faster. Read more

Investments

Property in this instance is an investment class outside of your principal place of residence, an asset in its own right. Property as an asset class is often the gap in our portfolios and with official ATO figures stating that less than 8% of Australians report owning an investment property. Read more

Retirement

Retirement for many Australians will not be a happy experience. Based on figures from the Australian Bureau of Statistics. Only 1% of Australians will be financially independent, leaving 99% of people at various levels of discomfort financially. Read more

Testimonials

We would like to thank Theo for all his hard work. My husband and I were in a little rut when we met Theo. We wanted to have some financial security, however, we didn't know how to go about it, or even think we were in a position to explore options. From the first face to face meeting with Theo our minds were put at ease. He was able to address all of our concerns and explained the process from end to end. At no time did we feel pressured. He was there to answer any annoying and seemingly silly question we had. Introduced us to a range of services who have talked us through every aspect of debt and investment. We would have no hesitation in recommending Theo to anyone wishing to expand their investment portfolio Kylie, 51, Sydney NSW

Kylie Sydney NSW

We met Mike nearly 2 years ago and have owned our investment property for a little over 12 months. Mike is very easy to deal with, calm and professional. He looked at our circumstances and worked with us to find ways we could move forward financially. He arranged for us to meet the correct professionals in the right order. We now have a plan in place to reduce our debt ( the mortgage ) and grow wealth for our retirement. With regular contact and guidance, it has helped us feel very reassured that we are in good hands.

What can we improve today for a comfortable tomorrow