Whether you are young or young at heart we can help you to plan invest and enjoy all of life's stages.
Our decades of experience have shown that an effective financial strategy is a process that requires ongoing evaluation to ensure that the goals and objectives you are pursuing continue to reflect your personal circumstances. Whilst nothing we do at IFP is generalist in nature, our clients’ can be broadly categorised within the following life stages:
Making sure your income is working as hard as you do early on can have a significant impact on your future.
As a senior executive, you face challenges unique to your position. We work closely with our corporate executive clients in implementing smart financial planning strategies both now and for retirement.
We work with local small business owners to develop financial plans to support and protect their lives beyond their business.
As life rapidly evolves we help you to realise the full potential of your money - maximising your wealth and enabling you to live the life you want. We also help protect everything that is important to you; family, assets and lifestyle.
The years prior to exiting the workforce are critical in maximising the lifestyle you have in retirement it requires a clear strategy, self-control and a structured financial plan.
This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth. We can assist you to explore your options and be guided to make the most appropriate choices for your retirement.