Services We Provide

Here at Invested Financial Management Pty Ltd, we like to take a comprehensive approach encompassing all of your financial aspects so we can understand where exactly you are and where you want to be. We usually find one area affects other areas….a simple example is extensive credit card debt and saving for an investment property deposit.

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

  • Superannuation and Pension Strategies
  • Life, Trauma, Income, Protection insurances
  • Tax Planning Strategies
  • Budgeting and Cash flow
  • Wealth Accumulation Advice
  • Asset Allocation, Structuring, Protection and Management advice
  • Estate Planning advice
  • Self-Managed Superannuation advice
  • Ongoing Service

Super and Retirement

Do you know that your superannuation can be in the form of your business, investment properties or Australian and International shares or managed funds? Retirement can mean many different things to people, and for some the thought hasn’t even entered their mind. A simple approach, but not necessarily easy, is often the best.
Some questions you may ask yourself:
  • Do you know how much you need to live on now and in retirement?
  • Have you got a current plan for your financial life?
  • Am I eligible to receive a $7,000 tax cheque back?
  • Does your super allow you to choose where your money is invested?
  • Is there some way I can have someone else take my current headache away?
Of course the answer for all of these can be a ‘yes’. Just contact us here at InvestFM and David can keep it simple and make sure your super, retirement and investments slip around inflation and minimise tax.

Cash Flow Strategies

 David will devise a cash-flow strategy to ensure you reduce unwanted debt, get better results from your income and cash reserves and will also help generate the cash you need to live on.

Risk Protection (Insurance)

You can’t predict accidents, illness, or even death. And would you be able to pay for the essentials if you were sick or hurt for more than a month?
Statistics tell us that one in 3 adults in their working life will be off work for 3 months or more. So really, you want to transfer the risk from you to the risk company via the right package of Income protection, Trauma cover, Total Permanent Disability, and Death insurance.
The absolute minimum is to cover your mortgage so you don’t leave your dependant/s high and dry.


If the rest of your financial game plan is in good shape, David can put together a gearing package where you use borrowed money to buy growth assets. It’ll help you outflank inflation and minimise taxation and advance more quickly towards your goals.

Growth Strategy

Pick the right long term growth assets like managed funds, shares and property to outrun the influence of inflation and taxation. This is crucial to achieving our long term goals. See also super and gearing.

Tax Evasion

This is illegal and is something we do not do. Although tax is always with us, we can help you legally minimize the tax you pay and achieve better results. This usually in conjunction with your Accountant.

Invested Financial management

Invested Financial Management is a financial advisor based firm in Brisbane that wants to help you reach your financial goals.

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