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