Investorplanning

Financial Advisory Servicesinvestorplanning.com.au

Investorplanning (legal entity CHPW Financial Pty Ltd) is a privately held Australian boutique financial advisory firm founded in 1991 in Flemington, Victoria, providing aged care, retirement, wealth, risk insurance, SMSF, estate planning, and business advisory services to individuals and small-to-medium businesses under AFSL 280201.

Company typePrivate
Founded1991
HeadquartersFlemington, Australia
Headcount1–10
GTM typeB2B and B2C
OfferingServices

What Investorplanning does

Investorplanning, legally registered as CHPW Financial Pty Ltd (ABN 78 110 598 368), is a privately held boutique financial services firm established in 1991 and headquartered at 506-508 Racehouse Road, Flemington, Victoria, Australia. The firm holds Australian Financial Services Licence (AFSL) 280201 issued by ASIC and operates with 1-10 employees, serving individual clients and small-to-medium businesses within a domestic Australian (primarily Victorian) footprint. No subsidiaries, parent companies, or external institutional investors are disclosed.

The firm's core offering is a single line of professional financial advisory services organized across seven categories: Aged Care Advice, Wealth Creation, Retirement Planning, Risk Insurance, Self-Managed Super Funds (SMSF), Estate Planning, and Business Services. Delivery is direct and personal: prospects are offered a 30-minute complimentary initial consultation, followed by face-to-face scheduled advisory engagements from the Flemington office. There is no proprietary technology platform, no mobile app, no public API, and no disclosed software/SaaS components; the underlying technology is limited to a content-driven website (investorplanning.com.au) and a 'Financial Knowledge Center' sub-brand portal used for educational articles and economic outlook publications that support top- and mid-funnel marketing.

Revenue is generated exclusively through professional services fees from individuals and SMBs, with no publicly disclosed pricing, revenue figures, or contract structures. Pricing is presented as 'pay-as-you-go' against an undisclosed fee schedule, anchored by the complimentary initial consultation as the customer acquisition mechanism. The firm shows no funding rounds, M&A activity, partnerships, awards, patents, or leadership team disclosures in the input data, and there are no signals of geographic expansion, hiring growth, or product diversification beyond the existing seven service categories.

Investorplanning firmographics

Firmographics

Name: Investorplanning
Legal name: CHPW Financial Pty Ltd
Website: https://investorplanning.com.au
Company type: Private
Founded year: 1991
Operating status: Operating
Headcount range: 1–10 employees
Short description: Investorplanning (legal entity CHPW Financial Pty Ltd) is a privately held Australian boutique financial advisory firm founded in 1991 in Flemington, Victoria, providing aged care, retirement, wealth, risk insurance, SMSF, estate planning, and business advisory services to individuals and small-to-medium businesses under AFSL 280201.
Ownership category
akta.pro rank

Investorplanning industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)
SIC: Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
akta.pro primary industry: Comprehensive Financial Planning (FSAEAAAA)
akta.pro secondary industries: Estate & Legacy Planning Advisory (FSAEAAAG), Business Owner & Executive Financial Planning (FSAEAAAO), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

Financial advisory services
Retirement planning
Aged care advice
Wealth management
Self-managed super funds

Where Investorplanning is headquartered

Location

Headquarters

HQ city: Flemington
HQ country: Australia
HQ region: Oceania

Offices1 record

Markets served

Investorplanning business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Financial Advisory Services: Revenue generated from providing financial advisory services to individual clients and small to medium size businesses. Services include aged care advice, wealth creation, retirement planning, risk insurance, self-managed super funds, estate planning, and business services.

Pricing tiers

Model	Billing	Price
Other	Pay-as-you-go	Initial consultation

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Investorplanning product offering

Product offering

Core offering

Investor Planning is a boutique Australian financial advisory firm that delivers personalized financial advice across seven core service lines: aged care advice, wealth creation, retirement planning, risk insurance, self-managed super funds (SMSF), estate planning, and business services. Services are provided on a fee-for-service advisory basis through direct consultations at its Flemington, Victoria office to individual clients and small-to-medium businesses. The firm operates under an Australian Financial Services Licence (AFSL 280201) and does not sell proprietary software or technology products.

Product overview

Investor Planning is a boutique financial services firm offering a comprehensive suite of financial advisory services. The company operates as a single-service model delivering seven core service offerings: Aged Care Advice, Wealth Creation, Retirement Planning, Risk Insurance, Self-Managed Super Funds (SMSF), Estate Planning, and Business Services. These services are provided to small to medium size businesses and individual clients in Australia, with a focus on personal service delivery from their Flemington, Victoria location.

Differentiator

Problem solved

Functional benefit

Brands

Financial Knowledge Center: Online financial knowledge center portal available at investorplanning.financialknowledgecentre.com.au

Products and services

Aged Care Advice

Companies that use Investorplanning

Customer profile

Segments2 records

Ideal customer profiles2 records

Investorplanning technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Investorplanning partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves3 records

Expansion highlights3 records

Investorplanning competitors and assessment

Company assessment

Broad incumbents

AMP Financial Advice: One of Australia's largest wealth managers offering comprehensive financial advice, superannuation, and retirement solutions through a national adviser network — operates in the same holistic advice category at significantly larger scale.
BT Financial Group (Westpac): Bank-owned wealth brand providing financial advice, superannuation, and retirement planning to Australian retail and HNW clients — broad incumbent overlapping on the core advice categories Investor Planning serves.
Insignia Financial (IOOF): Major Australian wealth management group operating multiple advice brands including Godfrey Pembroke and IOOF — competes in the same holistic financial planning space through scaled dealer group and platform infrastructure.

Direct peers

Count Financial: Australian financial advice and accounting network providing holistic advice to individuals and SMEs across super, investment, retirement, and SMSF — closely aligned client segments and advisory model.
Shadforth Financial Group: Australia-wide boutique financial advisory firm providing comprehensive financial advice including superannuation, retirement planning, wealth creation, and aged care — overlapping service mix and target client base.
HLB Mann Judd Wealth Management: Advisory arm of HLB Mann Judd providing holistic financial planning, superannuation, and retirement advice to Australian individuals and SMEs — comparable target market and integrated advisory offering.
Godfrey Pembroke: Australian boutique financial advice network (part of Insignia Financial) offering holistic financial planning to individuals and business owners across superannuation, retirement, and estate planning — directly comparable boutique advisory model.
Stanford Brown Wealth Advisors: Boutique Australian wealth advisory firm offering financial planning, SMSF, and investment advice to HNW individuals and business owners — comparable boutique positioning and service scope.

Emerging players

ClearView Wealth: Australian life insurance and wealth business providing financial advice and retirement solutions — comparable advice offering with overlap on risk insurance and retirement planning segments.
Stride Financial Planning: Independent Australian financial planning firm specializing in SMSF, retirement, and aged care advice — partial overlap with Investor Planning's differentiated aged care and SMSF niches.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Investorplanning compliance and trust

Trust signal

Compliance1 record

Investorplanning financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Investorplanning leadership team

Management profile

Number of profiles

Investorplanning funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Investorplanning M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investorplanning

What does Investorplanning do?

Is Investorplanning a public or private company?

Investorplanning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Investorplanning founded?

Investorplanning was founded in 1991. It employs 1 to 10 people.

Where is Investorplanning based?

Investorplanning is headquartered in Flemington, Australia, in the Oceania region.

How does Investorplanning make money?

One revenue line is on record: financial Advisory Services.

Who are Investorplanning's main competitors?

Broad incumbents on record are AMP Financial Advice, BT Financial Group (Westpac) and Insignia Financial (IOOF). Direct peers are Count Financial, Shadforth Financial Group, HLB Mann Judd Wealth Management, Godfrey Pembroke and Stanford Brown Wealth Advisors. Emerging players are ClearView Wealth and Stride Financial Planning.

Does Investorplanning have an API?

No public API is recorded for Investorplanning.

What industry is Investorplanning in?

Investorplanning's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.