Investor Wealth financial planners will help you establish relevant and achievable
financial goals, then set about tailoring structured advice to help achieve them.
Retirement Planning
Making the transition into retirement should be your reward for a lifetime of hard work. Retirement can extend to 30 plus years, therefore making your money last is crucial.
Superannuation
Building wealth through your superannuation has become a vital tool in ensuring you will have financial security in retirement.
Wealth Accumulation
A wealth accumulation plan should be an essential part of everyone's financial planning. Complex structured planning is often necessary to ensure you have the best opportunity to accumulate wealth over the long term.
Risk Management
Risk management can be an uncomfortable issue to address, but it is important to protect your family's finances by putting in place appropriate personal risk insurance cover.
Age Care
Deciding to move into an age care facility can be a difficult and confronting time for individuals and their loved ones. Not only is it emotionally challenging, it may have a big financial impact on you and your family.
Self Managed Super Funds
If you are looking for complete choice and control of your superannuation investments, then establishing your own self managed superannuation fund (SMSF) may be right for you.
Centrelink Advice
There are many types of Centrelink benefits available to pre-retirees and retirees. Investor Wealth has the expertise to make an assessment of your eligibility for Centrelink Benefits.
Redundancy
Receiving a redundancy can be difficult, however it is important you make the correct financial decisions in order to minimise tax. An Investor Wealth adviser will help you understand the various components and tax implications.
About Us
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?
Eleanor Dow
Having had many years’ association with David Baker I can confidently recommend Investor Wealth to look after your financial affairs. I am confident in David’s handling of my portfolio, as I feel that he does care and has my best interests at heart.
The office of Investor Wealth in A’Beckett Street is easily accessible when coming into the City for an appointment, as it is situated only a 5 minute walk from Melbourne Central Station. The reception area of their office is very comfortable, as is their meeting room, and the staff very welcoming.
Jennifer Barrett
John has been my adviser for the last 10 years. He has provided me with expert advice and strategies, and has made my financial matters stress free.
I have been very happy with the service I have received from John Cesario and his staff.
Warwick & June Shields
On retirement from the financial services industry as a financial adviser in December 2007, I was in need of a person to take over the retirement planning for myself and my wife June, and to keep me abreast of market changes. Being involved in the industry for over 30 years it was quite difficult to find someone that met the criteria necessary for me to feel relaxed about the future of our finances.
After a meeting with Corey Riscalla of Investor Wealth we knew our retirement needs would be carried out to the letter and we would be kept up to date with market changes that could seriously affect our portfolio.
June and I have recommended Corey to other people including family members and have no hesitation of recommending his expert advice to anyone.
Trevor & Beryl Chitiz
We had immediate confidence in David which is a rare quality nowadays. We have since introduced our daughter, who has the utmost trust and confidence in David, to handle her financial affairs. Thus making it a “family affair”.
The receptionist, Theresa, makes one feel most welcome upon arriving, which we feel is important, and reflects the company’s professionalism. The offices are well laid out, and has a board room which we have found useful.
For those who are seeking good financial service and advice, we highly recommend Investor Wealth.
Fred & Elaine Bye
As a married couple we have found Investor Wealth a company that looks after its clients by providing good advice, monitoring your investments, and keeps in touch with you if changes are required.
Our adviser Corey Riscalla does a great job, and we feel comfortable with the financial advice he passes on to us.
We thoroughly recommend Investor Wealth to all.
Frequently Asked Questions
Please call the office on (03) 9663 9595. You will be asked a few brief questions about the services you require, and then an appointment will be booked in.
The initial consultation is generally free of charge, and your financial adviser will discuss any further fees with you.
Please bring to the appointment:
- A brief summary of:
- your assets and liabilities (what you have and the approximate value)
- investments, pension and superannuation held
- details of income and expenses
- Photo identification (driver licence or passport)
- Tax file numbers
The nearest train station is Melbourne Central Railway Station. You will need to exit on the Swanston Street exit. Continue north on Swanston Street and turn left into A'Beckett Street. We are approximately halfway between Swanston Street and Elizabeth Street.
The nearest tram stops are on the corner of Swanston Street and La Trobe Street, or the corner of Elizabeth Street and La Trobe Street.
We do not have a private car park, but there is street parking available which is metered.
Please contact our office, and they will make arrangements to update your details with any of your Fund Managers. We may need to send you a 'change of contact details form' for you to sign and return to us.
CONTACT US
We would love to hear from you and see how we can help
Call us on
03 9663 9595
Come find us at
53 A'Beckett Street, Melbourne, VIC 3000
Mail us at
PO Box 12480
A'Beckett Street PO, VIC 8006
Email us at
reception@investorwealth.com.au
