Investor Wealth financial planners will help you establish relevant and achievable
financial goals, then set about tailoring structured advice to help achieve them.
In 1999 partners Peter Higgins and John Cesario founded the financial planning company Investor Wealth.
The company expanded and incorporated, and in 2006 Investor Wealth Pty Ltd was issued with its own Australian Financial Services Licence (AFSL) to advise and deal, but continued to trade under the established and respected name of Investor Wealth.
Over the years two more financial advisers, David Baker and Corey Riscalla, have joined as partners. Read a little more about each of our skilled team members below.
WHAT THEY SAY...
What are our clients are saying about us?