Helping you achieve your financial goals

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About Investment & Insurance Centre

Investment & Insurance Centre is a financial planning practice that offers solutions to clients in the areas of superannuation and retirement planning, investments, wealth creation, risk insurance and self-managed superannuation funds.

Established in 1994, we provide professional financial advice to clients within and around the Riverina and Southwest Slopes. We are committed to providing you with the insight you need to grow and protect your wealth at every stage of your journey.

Our services

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Wealth creation

Build financial security now to enjoy your lifestyle in the future

Retirement planning

Create strategies to help you maximise your retirement savings

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Self-managed superannuation funds

Provides you with control on how you invest your super benefits

Articles

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Its our business to know your business

If you are a small business owner you would know the importance of having a good team behind you. That includes a team that can help look after your finances, talk to you about appropriate business insurance and discuss succession planning for when you decide to wind up the business, or you are forced out due to ill health or death.

Financial tips that anyone can use

There are lots of tips when it comes to getting ahead, financial speaking. Most of them are really simple - if you’re struggling to get on top of your finances take a look at our suggestions and make a commitment to just start with one. If that works, maybe you will want to tackle a few more.

Quarterly Economic Review - September

The COVID-19 pandemic remains a major feature on the global stage, although with growing vaccination rates and declining cases, the focus has shifted to China and inflation.