About Uschevron down

Specialising In Superannuation, Rollover & Annuity Consultants

  • Estate Planning For Your Family
  • Financial Planning
  • Locally Owned
  • Retirement Planning For Your Future
  • Superannuation - Still Very Tax Effective
General Info

A good financial advisor offers discreet, comprehensive service that is tailored to the circumstances of you and your family.

The Investment and Insurance Centre Pty Ltd was established in 1994, is locally owned and continues to provide professional financial advice to existing and new clients within and around the Riverina and Southwest Slopes.

The qualified advisors at the Investment and Insurance Centre Pty Ltd can tailor a financial plan to suit you and your specific circumstances. You have the option of asking for advice on a specific matter i.e. superannuation, insurance cover, or we can provide a full financial plan considering a number of different strategies that can assist you in achieving your goals, objectives and aspirations.

"The Investment and Insurance Centre Pty Ltd has supported my wife and me for six years with advice and consistent communication, which has resulted in a positive return for our investment. Clearly explained strategies which we can understand, gives us confidence for our future retirement." - Brian and Dianne Roy.

Authorised representatives of ASVW Financial Services.

Accreditations
Accreditation badgeRowan Wadley - CFP®, LRS®, GradDipFinPlan, J.P.Accreditation badgeTracey Nuttall - CFP®, MFinPlan, J.P.Accreditation badgeJustin Rynehart - B.Bus(Fin), GradDipFinPlan, J.P.
Email
Extra Phones
(02) 6921 4835(02) 6971 7320(02) 6931 9906
Payment method
cash
Established
1994
ABN
27 007 261 083
Staff
1-10
Service Notes
Open Monday to Friday
Other Emails

Category
Licenses
Legal ID: AFSL446176
FAQschevron down

When should I invest?

Generally, it’s better to start investing sooner rather than later. Time in the market is more important than timing the market.


How much should I invest?

Invest as much as you comfortably can after setting aside an emergency fund, paying off high-cost debt, and covering daily living expenses. Regular investing over time can lead to greater returns through compounding.


What’s the difference between saving and investing?

Saving involves spending less than you earn and setting money aside for the future, while investing aims to make more money by using capital to generate returns over time.