Qualified . Reliable . Experienced Financial Advice

IF you want straightforward advice, what you need to hear, not what you want to hear; then you’ve come to the right place for complete financial advice or finite Life Insurance Strategies – IFM Will Take Care Of You

ABOUT

We Guide You for How to Invest.

Excited to work with customers

Complete Financial Advice.

Life Trauma, Income Protection and Budgeting and Cash flow.

Tax Planning Strategies and much more.

Why Choose Us

Choosing us with give your financial business to next level. We believe in quality advises annd work.
We are a complete financial advice partner that can help you to get your finances in order in a simple and easy to maintain manner.
We are one of the few Australian Financial Planners that aren’t affiliated with one of the big financial institutions…meaning our advice isn’t biased toward the company products we offer.
We can help you to build more wealth using time tested strategies whether you are in debt or not.
We stand by our advice and financial products 100% and will never provide you with anything less than what we would invest in ourselves.

Fully Experienced Advice

Whether You’re Looking For Complete Financial Advice or Require Professional Tax Planning Strategies – Invest FM Will Take Care Of You

Imediately TurnOver

We stand by our advice and financial products 100% and will never provide you with anything less than what we would invest in ourselves

Fully Legal Base Works

We always offer you a Legal wide range of services collectively or individually to help you on your path to financial independence:

Services

Complete Financial Advice

We like to take a comprehensive approach for all of your financial aspects so we can understand where exactly you are and where you want to be.

Tax Planning Strategies

We always try to help you with this. Although tax is always with us, we can help you legally minimize the tax you pay and achieve better results.

Wealth Accumulation Advice

Pick the right long term growth assets like managed funds, shares and property to outrun the influence of inflation and taxation.

TESTIMONIALS

True Authenticity

I met with David at a café close to my workplace in the city and we discussed ways of finding money. He showed me through concepts, structure and implementation; I could find up to $16,000/yr through my super and properties.

David is my cousin and we get along quite well, we spoke about my super, insurance, properties and other forms of investment. David looks after it all for me, including an investment I knew was risky and has since got extensive problems and potential losses, and I can call him any time to help me wade through this and any other financial matters including access to other professionals.

I have recently retired from full time work and my husband is still working. David and Mitch have helped us with strategies which will allow us to utilise our superannuation and receive a reduction in income tax. We are also restructuring our current assets for greater security to enable us to buy more investment property in the near future.

When I moved over to Brisbane with my family from South Africa, as part of a fresh start in a safer environment, I wanted to ensure that my family and I were at peace in our minds with the added safety net of Life insurance. I was on a limited budget setting up in a new country and David from IFM showed me how to protect my Life and Income with affordability I didn’t know was possible to do it that way. I am currently working with David on a plan to purchase a home in Brisbane as we are now permanent residents to be citizens since Australia Day 2012.

As a boxing personal trainer and owner of a business, I find it difficult to direct my attention on things other than my business and family. Knowing I have a licenced, qualified professional taking care of those essentials, “ I can put my mind at ease knowing that I have a fully qualified professional taking care of essential things like insurances, super contributions and tax deductibles.”

OUR TEAM

Your Adviser

Our Team is fully experienced in Investments and
Plannings so dont worry.

About Your Advisor – Meet David Rea.

Qualified Financial Planner and experienced practitioner of over 14 years holding a Graduate Certificate in Financial Planning and has a passion for helping others get ahead in life financially. He is an authorised representative of Life Plan FP and is therefore qualified to tailor financial plans and strategies to his client’s individual needs.
David also is an investor himself and has a history in the computer industry, having worked as a technical hardware integration specialist for over 10 years. He is committed to communication and education and strives to enhance his client’s quality of life, by providing comprehensive, personalized wealth management solutions with a high level of service, affording clients the freedom and peace of mind to pursue their life passions.
David is an authorised representative of Life Plan FP:
Australian Financial Services Licensee, Licensee No. 449658
ASIC Authorisation Representative Number 310054
Corporate License Representative Number 329348

CONTACT US

Complimentary Consultation

Complete Financial Advice Planning Strategies
or simple one category area of Advice – IFM Will Take Care Of You.

IFM

Invest FM is a financial advisor based firm in Brisbane that wants to help you reach your financial goals.
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