Financial & Investor Management has been providing financial planning services since 1984, specialising in aged care strategies since 2003. We understand that financial planning can be a long and complicated process, which is why we try to make it as simple as possible.
Financial & Investor Management can help you enjoy your retirement years by identifying your income needs during retirement and assist you in making decisions about your retirement lifestyle. We can take the fear out of applying for Centrelink entitlements by assisting you in completing forms that are required by Centrelink.
Ensure that your intentions and family needs are met in the event of your death.
Far too many individuals do not adequately plan their estates often resulting in family squabbles and funds not ending up where they were originally intended.
We Offer Expert Strategic Financial Management
For all of your strategic financial management needs
We have over 32 years experience, specializing in Financial Planning and advice in a range of areas specializing in the Aged Care Planning . Our expert team is dedicated to giving clients the opportunity to achieve the lifestyle they desire through strategic financial management. We offer a professional service and we are committed to providing a responsive, professional and personalised service, helping our clients take control of their financial future. Our experienced staff of advisers that can help you make the most of your money.
“I have been dealing with Financial & Investor Management over the past 5 years and in particular as the Power of Attorney for my Mother. During this period they have been more than helpful in assisting my Mother with the transition into aged care, obtaining all allowable benefits from the DVA, Department of Health and Ageing and any other investment financial matters that arose at any given time. On a personal note they have also been of great benefit to both my wife and myself in respect to the transition to retirement both in a financial means and also associated ideas concerning retirement. I would therefore have no hesitation in recommending Financial & Investor Management to anyone seeking good and honest advice.” Ian - Rowville, Victoria
“The team at Financial & Investor Management arranged in helping me with the best advice and portfolio with securing my Father's financial affairs whilst he was ill and in an Aged Care facility. They dealt with everything professionally, personally and friendly including all issues with Centrelink, restructuring assets to ensure the most beneficial outcome possible. They went out of their way to ensure their advice was explained, communicated and ensuring that all paperwork was completed. I would recommend FAIM for the best service and professional advice.” Judith - Epping, Victoria
“Thank you for your sound financial advice. I have also referred family and friends to Financial & Investor Management for financial advice and they have also been guided in the 'right direction'.” Diane - Plenty, Victoria