FINANCIAL & INVESTOR MANAGEMENT

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Contact details

Address: 20 Draper Street, McKinnon, VIC 3204
Bayside VIC, Melbourne Metro, Southern Melbourne
Tel: 03 95767455

No telemarketers, please

Fax: 03 9576 7444
http://www.faim.net.au
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About FINANCIAL & INVESTOR MANAGEMENT

Financial & Investor Management (FAIM) are authorised representatives of Apogee Financial Planning, with over 26 years experience. We offer a range of specialised advice and services to both existing and new clients.

Our office is located in McKinnon, generally we hold appointments during business hours, however we understand that there are people for whom this is not convenient. Please feel free to enquire about possible alternatives for meeting arrangements at the time of making your appointment.

Our team is dedicated to giving our clients the opportunity to achieve their desired lifestyles and we are backed by the strength and security of MLC. We are committed to providing a responsive, professional & personalised service and we help our clients take control of their financial future. 

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Products & services

Wealth Protection from FINANCIAL & INVESTOR MANAGEMENT thumbnail

Wealth Protection

06-Jun-2012

At FAIM, we are not in the business of "selling" insurance. Our philosophy regarding insurance is that you pay for what you get. The cost of insurance cover is based on probability; the lower th… Read more


Investment Advice from FINANCIAL & INVESTOR MANAGEMENT thumbnail

Investment Advice

06-Jun-2012

At Financial & Investor Management we believe there should be checks and balances to ensure that the investment portfolio recommended matches the client risk profile individually. There shou… Read more


Taxation Planning from FINANCIAL & INVESTOR MANAGEMENT thumbnail

Taxation Planning

06-Jun-2012

In conjunction with your tax adviser, the team at Financial & Investor Management can work with you to ensure you are taking advantage of any available tax concessions and that your investme… Read more


Retirement Planning from FINANCIAL & INVESTOR MANAGEMENT thumbnail

Retirement Planning

06-Jun-2012

The choices you face in planning your retirement can be complex and confusing. But for most people, one of the major concerns is simple: how can I make my money last? With the average retirement… Read more


Estate Planning from FINANCIAL & INVESTOR MANAGEMENT thumbnail

Estate Planning

06-Jun-2012

Who should have a will? In short, everyone! The most common cause of a will not being established is that it's put in the "too hard basket" and it's something that a lot of people just don't get… Read more


Aged Care Specialists from FINANCIAL & INVESTOR MANAGEMENT thumbnail

Aged Care Specialists

06-Jun-2012

At Financial & Investor Management we remove the uncertainty and can provide you with a clear path of what is the best course of action available and then assist you in every step of the way… Read more


Finanacial Advice from FINANCIAL & INVESTOR MANAGEMENT thumbnail

Finanacial Advice

06-Jun-2012

Financial & Investor Management (FAIM) are authorised representatives of Apogee Financial Planning, with over 26 years experience. We offer a range of specialised advice and services to both… Read more



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