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.