Investwell
Investwell Financial Planning was formed in 2002 from Investwell Australia Pty Ltd. Frank Blundell, the Principal of Investwell Financial Planning, has 13 years experience in the financial planning industry and is an Authorised Representative of SECURITOR Financial Group Ltd.
Our professional standards, technical expertise and an innovative approach to financial planning enable us to effectively meet the challenges of today's volatile economic climate.
We ensure we understand your individual goals and circumstances, so you can rest assured that your long-term wealth creation strategies have been designed specifically to satisfy your requirements.
We develop long-standing relationships with our clients, some of whom have been with us for more than a decade.
Our philosophy
Financial planning is a dynamic, lifelong process. It requires an ongoing commitment by you, the client, and us, the financial planners, to work together to identify and reach your objectives.
We only recommend investments suited to your individual investment needs and financial circumstances. Our advice is do not rush into any financial decisions: read the small print, ask questions and do whatever it takes to ensure that your decisions are in your best interest.
We keep you up-to-date on all aspects of the planning process, and any issues that could affect you. This ensures that you make informed decisions every step of the way.
