About Us
Invested Financial Management (Invest FM) is a well respected and trusted Brisbane based Financial Advisory Practice.
At Invested Financial management, your financial adviser does a lot more than invest your money. They are a financial coach providing strategies, counselling, motivation and teaching to help you devise a financial game plan to last a lifetime. A good financial plan can make life easier now and in the future.
We know the industry and can offer you solutions specific to your needs and occupation. We aim to make your money grow by investing it, protecting it and by using financial products that suit your needs.
A Simple Example On How We Can Help
One example of what your adviser could do for you:
Say you’re a 45yr old earning $70,000 per year, you have $120,000 in super funds and want to see what you could have to retire on in 15 years at retirement age.
Option 1:
Sit it in an industry fund earning average 5% p.a. Your employer is contributing the compulsory Super Guarantee Contributions (SGC) 9% p.a. – $6,300 p.a. Money is tight, markets are not producing returns you want and countries are in trouble. In 15yrs time at age 60 you will have $273,000
Option 2:
See a Financial Adviser who can help your money work harder at up to 10.5% p.a.
Your employer is contributing the compulsory SGC 9% p.a. – $6,300 p.a.
You’re contributing only an extra $200 per month.
Then putting extra monies from extra tax back into super
You also have the option to capital protect your hard earned money and
In the same 15yrs time, you could have $637,000
That is over double without advice and able to use to live on in the retirement period.
This is based on a broad example of a person’s situation and is not personal advice as it may not be suitable for individual needs.
For more options that are personally tailored to your financial needs contact us today!
About Your Advisor – Meet David Rea.
Qualified Financial Planner and holds a Diploma of Financial Services (Financial Planning) and has a passion for helping others get ahead in life financially. He is an authorised representative of WealthSure Financial Services, and is therefore an experienced practitioner, qualified to tailor financial plans and strategies to his client’s individual needs.
David also is an investor himself and has a history in the computer industry, having worked as a technical hardware integration specialist for over 10 years. He is committed to communication and education and strives to enhance his client’s quality of life, by providing comprehensive, personalized wealth management solutions with a high level of service, affording clients the freedom and peace of mind to pursue their life passions.
David is an authorised representative of WealthSure. WealthSure Pty Ltd (“WealthSure”) is an Australian Financial Services Licensee, Licensee No. 238030
ASIC Authorisation Representative Number 310054
Corporate Authorised Representative Number 329348
