Young Professionals

Young Professionals

At IFP we understand that young professionals need financial advice that is tailored to their lifestyle now and yet one that is responsive to opportunities that come with careers in high performing and high earning professions; making sure your income is working as hard as you do early on can have a dramatic impact on your future.

We will work with you to create and implement a solid foundation for your future financial endeavours by, allowing you to make the most of your cash flow, implementing effective tax minimization strategies, debt management plans and exploring potential wealth accumulation strategies that are tailored to your specific financial needs.

Our approach is consultative and holistic offering what you need now while assisting you to keep an eye on your financial future.

Some of our services include:

  • Financial planning - cash flow management, tax effective strategies & structuring
  • Investments & wealth accumulation strategies
  • Debt management
  • Superannuation
  • Personal insurances - income protection, life insurance, trauma insurances
  • Business succession planning - buy sell agreements, key man & business insurance
  • Estate planning