Individuals & Families


With over 40 years of experience, our integrated approach to planning enables you to achieve optimal results that consider all issues impacted by your decisions. You receive a tailored, results-oriented strategic plan that coordinates all aspects of your investment, tax, risk, finance and estate planning in collaboration with your life goals.

We recognize that a key part of the planning process is helping you identify your long term financial and non-financial goals. Our highly skilled financial planners carefully consider your lifestyle and leisure goals, financial objectives, retirement plans, career and family priorities. Whatever your financial objectives or life situation, IFP take the time to understand your needs, provide tailored recommendations and implement the right solution for you. Helping you to see where you are today, and providing a clear path to where you want to be in the future.

Our strategic financial planning advice can assist you with:

  • Superannuation & Rollover Strategies
  • Managed Investments
  • Direct Equities
  • Self-Managed Superannuation Funds (SMSF’s)
  • Taxation Strategies
  • Reducing Debt & Cash Flow Management
  • Mortgage Advice
  • Finance
  • Retirement Planning
  • Retirement Income Strategies
  • Pension Planning
  • Lifestyle Planning
  • Personal Estate Planning
  • Risk Management (Life Insurance, Income Protection & Total and Permanent Disability Insurance)

The team at IFP strives to provide the high-touch, responsive service that will support you in achieving your financial goals.