Who we are
Adviser fp background
While the original Adviser fp business was formed in January 1990 (previously known as Advisor Investment Services – Parramatta) the Adviser fp brand was launched in July 2012.
Built on a core philosophy of respect, honesty, integrity and professionalism Adviser fp provides quality investment and financial planning advice to a broad range of clients. We are not so big as to be impersonal, and we are not so small as to limit the extent or quality of our services.
While respecting all existing relationships, our advisers work closely with other professionals such as Accountants, Solicitors and Mortgage brokers to access specialist advice on accounting, taxation, legal and debt management as required.
Services we provide
Financial Planning Advice
- Comprehensive Written Reports
- Tailored Investment Strategies
- Ongoing Portfolio & Strategic Reviews
- Managed Portfolio Services
- Estate Planning
- Family Business Advice
Wealth Creation Strategies
- Investment Advice
- Negative Gearing
- Regular Savings Plans
Superannuation
- Maximising Retirement Benefits
- Salary Sacrifice Advice
- Contribution Strategies
- Self-managed Superannuation Funds (SMSF) advice
Retirement Planning
- Aged Care Strategies
- Account based Pensions
- Transition to Retirement (TtR) Strategies
- Annuities
- Centrelink Advice & Representation
Personal and Business insurances
- Death & Disablement Insurance
- Income Protection
- Trauma Insurance
- Business Succession Planning
- Keyperson Insurance
- Buy / Sell Arrangements