About Us


Invested Financial Management (IFM) is a financial advisor-based firm servicing SE Qld that wants to help you reach your financial goals as quickly, efficiently, and as cost effectively as possible.

At IFM, your financial adviser does a lot more than invest your money. They are a financial coach providing strategies, counseling, motivation, and teaching to help you devise a financial game plan to last a lifetime. A good financial plan can make life easier now and in the future.

We know the industry and can offer you solutions specific to your needs and occupation. We aim to make your money grow by investing it, protecting it, and using financial products that suit your needs. We have provided various financial services to many happy customers from basic personal budgeting to more complex asset structuring. So whatever you need a hand with financially, we are there with reliable support with which many others have come to trust and love.

Why Choose Us

Choosing us will give your financial business to next level. We believe in quality advice and work.

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:

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 which means 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.

A Simple Example On How We Can Help

One example of what your adviser could do for you:
Say you’re a 45yr old earning $70,000 per year, you have $120,000 in super funds and want to see what you could have to retire on in 15 years at retirement age.
Option 1:
Sit it in an industry fund earning average 5% p.a. Your employer is contributing the compulsory Super Guarantee Contributions (SGC) 10% p.a. – $7,000 p.a. Money is tight, markets are not producing returns you want and countries are in trouble. In 15yrs time at age 60 you will have $285,000
Option 2:
See a Financial Adviser who can help your money work harder at up to 10.5% p.a. Your employer is contributing the compulsory SGC 10% p.a. – $7,000 p.a.
You’re contributing only an extra $200 per month. Then putting extra monies from extra tax back into super You also have the option to capital protect your hard earned money and In the same 15yrs time, you could have $659,000
That is over double without advice and able to use to live on in the retirement period.


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.”


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 16 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 Continental Wealth Pty Ltd 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 Continental Wealth Pty Ltd:
Australian Financial Services Licensee, Licensee No. 479263
ASIC Authorisation Representative Number 310054
Corporate License Representative Number 329348

Invested Financial Management

Invested Financial Management is a financial advisor firm in Brisbane Servicing SE Qld, Sydney and all in between that wants to help you reach your financial goals.

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