Who We Are

Perth Western Australia

For more than 45 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. Kevin's son Andrew joined the business in 2000 and is now the Principal Adviser and owner of IFP.

Our financial advice philosophy is based on a mutual understanding with our clients, and has been developed 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 will help achieve your future prosperity.

Over time, your situation and priorities may change; our advice process includes the crucial element of ongoing planning reviews to ensure that you remain on track to achieve your goals.

Meet Our Adviser Team Meet Our Support Team See What Our Clients Think