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Financial Planners Inner West

Financial Planners Inner West is a financial planning practice based in Leichardt, NSW, that offers solutions to clients in the areas of superannuation, investments, wealth creation, personal and business insurance, estate planning, and lifelong cash flow.

Our values that guide our actions are:

Always place a client's interests ahead of our own and do what is best for the client
Always act honestly and with integrity to give unbiased advice
Spend time educating clients so that informed decisions can be made
Use proven strategies that can be trusted

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Our services

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Wealth creation

Build financial security now to enjoy your lifestyle in the future

Retirement planning

Create strategies to help you maximise your retirement savings

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Self-managed superannuation funds

Provides you with control on how you invest your super benefits

Articles

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Gross Domestic Product (GDP) – What does it mean?

What does Gross Domestic Product (GDP) mean? Well, it depends who you ask. If you ask the renowned artist Banksy, it is a means by which trademarks can be registered.

Be conscious of how you invest in equities during the ‘retirement risk zone’

In the years just before and after your retirement is a period known as the retirement risk zone. It’s a decade when your nest egg is likely to be its highest.

Two common errors investors make…and how to overcome them

Understanding compounding and portfolio rebalancing could have helped investors overcome emotion-driven decisions during a turbulent six months for stock markets. Duncan Lamont shares why.