MISSION STATEMENT

Our mission is to work with our clients to help them achieve their financial goals, and enjoy their lives.


Since 1995 Investment Planning started in-house portfolio administration and monitoring services recommending balanced portfolios including well managed companies listed on the ASX. This in-house portfolio service encompasses a complete SMSF/DIY Superannuation Fund service where we guarantee compliance.
Rick Huxtable CFP© SSA™
Financial and Estate Planner.
CFP© Certified Financial Planner - Financial Planning Association Ltd.
SSA™ SMSF Specialist Advisor – SMSF Professional’s Association Ltd.
 Rick has worked in the finance industry for his entire working life. Initially as an employee of a bank, finance company, credit union, and finally a development finance company before starting Investment Planning & Financial Management Services Pty Ltd in 1978 as a finance broker. This business quickly expanded into the superannuation & investment industry and then in 1985 broke the ties with corporate dealerships and their limited recommended investment/selling lists to commence a current independently owned and controlled Australian Financial Services License.

Tina Morrell Dip FS (FP)
Financial Planner
Tina has has worked in the finance industry since 1980. 11 years in superannuation within the Life Insurance industry, and 15 years in the financial planning industry, specialising in SMSF administration and Centrelink Services.


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