For more than 40 years, Investment & Financial Planning have been helping Australian’s achieve financial wellbeing by delivering tailored strategic solutions across a broad range of financial planning and superannuation services.
Established in 1975 by founding partner Kevin Moody, the Perth based practice has grown rapidly and evolved to become a next generation business. As Andrew Moody and Craig Moody, Kevin’s sons both qualified financial planners take on positions as co-principals of IFP the intergenerational mantle has been further extended to our clients with Kevin, Andrew and Craig regularly advising their clients’ children – both adult children and grandchildren.
Our financial advice philosophy is based on a mutual understanding with our clients, and has been developed and refined over many years. Our experience has shown that by adopting a consultative approach we are better able to define our client’s wealth goals and vision of a secure financial future. Working in partnership, we will develop a financial plan, which helps achieve your future prosperity.
Most importantly, as your life progresses, your situation and priorities may change as such our advice process includes the crucial element of ongoing planning reviews to ensure you remain on track to achieve the expected outcomes.