Finance Planning Investment

Finance Planning Investment Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Finance Planning Investment, Estate agents, Level 17, 44 Market Street, Sydney.

Finance Planning & Investment offers a truly holistic approach to assisting our clients in taking control of their finances and putting plans in place to secure their retirement.

Would you like a free 1 on 1 discovery meetingWe had some people say, they couldn’t make it to our webinarSo, we’re offe...
24/07/2026

Would you like a free 1 on 1 discovery meeting

We had some people say, they couldn’t make it to our webinar
So, we’re offering a free 45-minute discovery meeting at a time suitable for you.

Let’s sit and look at what you are doing today that could be improved and explore ways and options to put a better plan in place

It’s always a good idea to review loans, discuss debt reduction strategies.

Reviewing superannuation is something the majority of people we meet have neglected.

Have you worked out how much you need for retirement? and then asked yourself if you’re on track to achieve it

Are you sitting on unused equity in your home that could be used to invest with?

Take us up on a meeting and find ways to -

✅ Redirect up to 80% of your tax toward your own financial future

✅ Grow your superannuation up to 3x faster

✅ Pay off your home loan in as little as 12 years

✅ Build a $100K passive income stream for retirement

These aren't theories. They're strategies working for everyday Australians right now.

Send a private message with your name and the best contact number to reach out and schedule a meeting or answer some questions.

The rules just changed — is your financial plan keeping up?The cost of living has never hit harder.New changes to proper...
23/06/2026

The rules just changed — is your financial plan keeping up?

The cost of living has never hit harder.

New changes to property investment and superannuation mean the old playbook no longer works — and most Australians don't yet know what's changed or how it affects them.

So let us ask you honestly:

→ Is your retirement on track?

→ Is your money actually working for you?

→ Or are you just hoping it all works out?

If there's even a flicker of doubt, this webinar is for you.

Join us and discover how to:

✅ Redirect up to 80% of your tax toward your own financial future

✅ Grow your superannuation up to 3x faster

✅ Pay off your home loan in as little as 12 years

✅ Build a $100K passive income stream for retirement

These aren't theories. They're strategies working for everyday Australians right now.

Join us in our webinar with Rpa and learn.

Monday the 29th of June at 7pm Sydney time
https://go.residentialinvestment.com.au/rpa-workshop-theo

05/05/2026

Another interest rate increase

Today, the Reserve Bank of Australia (RBA) announced a 0.25% increase to the cash rate, bringing it to 4.35%.

This decision reflects the RBA’s continued focus on keeping inflation within its 2–3% target range. Recent data released last week showed that inflation has edged higher, mainly due to global supply challenges and rising fuel costs.

Key points from the latest data include:

Headline inflation has increased to 4.6% for the 12 months to March 2026, up from 3.7% in February 2026.
Underlying (trimmed mean) inflation is at 3.3%.
Fuel prices may take some time to ease, which could keep overall price pressures higher even if other parts of the economy begin to stabilise.

As the RBA navigates this complex economic environment, keeping up-to-date with interest rate movements—and what they could mean for your finances—is increasingly important.

If you’re thinking about buying a home, refinancing, or exploring investment opportunities, now could be a good time to review your current lending arrangements and future plans.

More pressure on property prices
20/04/2026

More pressure on property prices

New figures reveal the government's ambitious housing plan is already failing, leaving millions wondering if they'll ever own a home. Link below.

Are you considering property investment but not sure where to start?Come and get an education on all aspects of property...
15/04/2026

Are you considering property investment but not sure where to start?

Come and get an education on all aspects of property investment.
We are having a free webinar with our partner RPA
Monday 20th of April at 7pm Sydney time.
Click on the link to register your spot.
https://go.residentialinvestment.com.au/rpa-workshop-theo

Address

Level 17, 44 Market Street
Sydney, NSW
2000

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