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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.

Let’s get started on your financial future!

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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The power of positive thinking

Have you ever had a day, or even a moment, where it felt like everything had just fallen into place and you were completely content? Or have you managed to talk yourself up to get through something challenging or difficult?

Your Super – Who to Nominate as Your Beneficiary?

Nominating your super beneficiary is something you have most likely been asked to do if you have a superannuation fund.

Consider making a (larger) personal deductible contribution before 30 June

By making personal contributions to your super, you may be able to claim a tax deduction to reduce your tax liability which may allow you to pay less tax and invest more in super.