Helping you achieve your financial goals

Tools

About Investment & Insurance Centre

Investment & Insurance Centre is a financial planning practice that offers solutions to clients in the areas of superannuation and retirement planning, investments, wealth creation, risk insurance and self-managed superannuation funds.

Established in 1994, we provide professional financial advice to clients within and around the Riverina and Southwest Slopes. We are committed to providing you with the insight you need to grow and protect your wealth at every stage of your journey.

Our services

View all

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

View all articles

Federal Budget 2024-25: What you need to know

The Labor Government’s 2024-25 Federal Budget was unveiled on 14 May. We look at how the Government plans to manage the cost of living crisis while also keeping inflation in check.

Can you inherit a family member's debt?

If a relative or loved one dies owing money, does it fall on their next of kin to cover any unpaid debts? The answer might be more complicated than you first thought.

How to make the most of your super at each life stage

Take it seriously and your super will likely end up among the most important financial assets you own. Here are a few goals to keep in mind if you're looking to boost your super, no matter your age.