Welcome to Investwell

Investwell’s philosophy is that financial planning is a dynamic, lifelong process. We work with clients to set financial goals and then to implement a plan to achieve those goals. This may be through investment planning, tax-effective strategies, portfolio construction, risk management, retirement planning, and estate planning.

Our team, led by Frank Blundell, provides the knowledge and expertise to help you achieve your financial objectives.

Our dealer group is Securitor Financial Group Ltd, an Australian Financial Services Licensee and a principal member of the Financial Planning Association. With 400 financial advisers in Australia, Secuirtor manages more than $15 billion for 70,000 clients.