Providing Financial Security to Australians for generations
How We Can Help
At Investor Wealth, we provide expert financial advice tailored to your unique circumstances. Our experienced financial advisers help you make informed decisions to grow and protect your wealth while ensuring compliance with the latest regulations. With a client-focused approach, we guide you toward financial confidence and peace of mind.
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.
Aged 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.
Investment Management
Effective investment management combines strategy, discipline, and expert guidance. We work with you to structure and manage investments that support your long‑term objectives, manage risk, and adapt as your circumstances change.
Tax Planning
Tax planning plays a critical role in protecting and growing your wealth. Our advisers help identify strategies to manage tax effectively, integrating them into your broader financial plan so your wealth is structured efficiently and aligned with your long‑term goals.
Cash Flow Management
Cash flow management provides clarity and control over your financial life. Our advisers work with you to structure income and expenses efficiently, helping free up cash flow to support your lifestyle today while building wealth for the future.
Personal Insurance
Personal insurance helps protect what matters most. Our advisers help structure appropriate cover to safeguard your income, family, and financial future, providing confidence that unforeseen events won’t derail your plans.
Investor Wealth financial planners will help you establish relevant and achievable
financial goals, then set about tailoring structured advice to help achieve them.
About us
Investor Wealth was founded in 1999 by partners Peter Higgins and John Cesario.
By 2006, the company expanded and incorporated, becoming Investor Wealth Pty Ltd. Which was issued with it’s own Australian Financial Services Licence (AFSL) to advise and deal, but continued to trade under the established and respected name of Investor Wealth.
For over 2 decades, Investor Wealth continues to manage the wealth of affulent Australians.
Meet our advisErs
John Cesario
John started working in the financial services industry in 1980, and since then has worked in various roles including Superannuation manager and other administrative managerial positions. John began as a financial planner in 1990 and then went on to be a founding partner at Investor Wealth with Peter Higgins in 1999.
John is a member of the Financial Advice Association Australia (FAAA), and his many credentials include:
- Certified Financial Planner™
- Diploma of Financial Planning.
In his spare time, John enjoys Australian Rules Football and is a passionate supporter of the Carlton Football Club. Over the years he has volunteered at many sporting clubs, most recently as a coach at a local football team.
To see how John can help you with your financial planning needs, please contact our office on (03) 9663 9595. There is no obligation or charge for your initial appointment.
Corey Riscalla
Corey is a Senior Financial Adviser and commenced working in the financial industry in 1998, when he worked part time while studying at University. He later went on to work at IOOF Investment Management Ltd as a Senior Financial Adviser for over 10 years working with the Private Clients division. Corey has been a Partner at Investor Wealth since 2010 and is a highly valued member of the team. He has a breadth of experience with a variety of clientele ranging from those with families managing mortgages through to pre and post retirees and high net worth clients.
Corey is a member of the Financial Advice Association Australia (FAAA) and holds the following qualifications:
- Certified Financial Planner ™
- Diploma of Financial Planning
- Bachelor of Commerce
- Bachelor of Arts
When he is not in the office, Corey enjoys spending time with family and friends and is a proud father to two daughters and a son. Corey also enjoys travel and has a keen interest in recreational sports including tennis, football and golf.
To find out more about how Corey can help you to reach your financial goals or retirement needs, please contact our office on (03) 9663 9595. There is no obligation or charge for your initial appointment.
David Baker
David began his career in banking and finance in 1990 as a graduate with the Commonwealth Bank. During this time he has worked for more than 14 years as a financial planner with Commonwealth Financial Services, Colonial State Bank and WHK. He joined as a partner at Investor Wealth in 2009, and has proven to be an asset to our team.
David is a member of the Financial Advice Association Australia (FAAA) and his qualifications include the following:
- Certified Financial Planner™
- Diploma of Financial Planning
- Bachelor of Business (Accounting)
David has a range of external interests including tennis, shares, travel and racehorse ownership. He is also an avid collector of Australian stamps and banknotes.
For a free no obligation appointment and to find out more about how David can help you with retirement planning, please contact our office on (03) 9663 9595.
Jim Trajcevski
Jim is a Financial Adviser and a Member of the Financial Advice Association of Australia (FAAA). Jim is accredited as a Tax (Financial), Listed Product and Self-Managed Superannuation Adviser and holds a Bachelor of Economics (with Honours) from Monash University, as well as an Advanced Diploma of Financial Planning.
Jim has over 19 years of experience within the wealth management industry. Prior to joining Investor Wealth in 2019, Jim held a Senior Advisory role at Bankers Trust, one of Australia’s largest wealth managers, where he advised clients within the private and premium banking segments.
Jim is committed to maintaining the highest professional standards and providing personalised and transparent advice to individuals, business owners, professionals and High Net Worth Australians. He takes pride in building long-term relationships and values the opportunity to support clients through every stage of wealth creation, providing the clarity, confidence and strategic direction required to achieve long term financial security.
Outside of work, Jim is a dedicated father and enjoys the outdoors, travel, sports, and values spending quality time with family and friends.
Paul Bourke
Paul is a Senior Financial Adviser and a member of the Financial Advice Association Australia (FAAA). Paul has worked within the financial planning industry for over 14 years. Prior to joining Investor Wealth, Paul held a position of Senior Financial Adviser with BT Financial Group working with Westpac’s Private & Premium Banking Clients. Prior to BT, Paul worked with global wealth advisory firm, UBS Wealth Management.
Paul holds a Bachelor’s Degree in Financial Planning. Paul prides himself on building trusted relationships with his clients and providing a proactive and bespoke financial advice to enable them to achieve their best financial future.
On a personal note, Paul is a father of 2 young girls, and enjoys all sports, travel, and spending time with family & friends.
To find out more about how Paul can help you to reach your financial goals or retirement needs, please contact our office on (03) 9663 9595. There is no obligation or charge for your initial appointment.
Nathan Cesario
Nathan Cesario is a Certified Financial Planner (CFP) and a member of the Financial Advice Association Australia (FAAA). He is accredited as a Tax (Financial) Adviser and a FAAA Aged Care Specialist.
Nathan holds a Master of Financial Planning from Deakin University and a Bachelor of Commerce, majoring in Accounting, Finance, and Financial Planning, also from Deakin University. He is a Certified Practising Accountant (CPA). Nathan began his career as an accountant and joined Investor Wealth and the Financial Services industry in 2018.
On a personal note, Nathan is married and a proud father of two young boys. He values family life and brings the same care and dedication to his clients' financial wellbeing as he does to his own.
To find out more about how Nathan can help you reach your financial goals or retirement needs, please contact our office on (03) 9663 9595. There is no obligation or charge for your initial appointment.
Being entirely privately owned means our obligation is to our clients and their success.
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PO Box 12480
A’Beckett Street PO, VIC 8006