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?
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.