Financial Advisory & Accounting Services Melbourne
The Intelligent Financial Group (The IF Group) is an expert financial services company that specialises in the total context of individual and business needs. Our focus is not just financial advisory services and tax, not just investment guidance and prosperity enhancement—but the complete financial planning picture. Let our Financial Colleagues make the difference…
“What I appreciate most is the commitment to me clearly understanding their recommendations. A lot of professionals know their business, but they can’t communicate the knowledge so that you feel comfortable. The IF Group gives me that security.”
The Financial Advice Association Australia (FAAA) was formed in 2023 following the merger of the two leading financial planning bodies in Australia – the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). With this merger, a new, united professional association that advocates for interests of financial advisers and their clients across the country was created. Today it is the largest association representing financial advisers in Australia.
The Intelligent Financial Group is a proud member of this new group having previously been long standing [more than 20 years ] member of the FPA.
Don’t ever risk your hard-earned money with a financial planner that is not a member of the FAAA.
What makes us different?
Financial independence means different things to different people, we understand that. The IF Group take best practice financial management techniques and modify them to suit each individual client that walks through our door. We are not simply financial planners, we use our financial planning expertise to create a customised financial solution that is tailored to our client’s specific financial goals. To accomplish these goals, we use a process that consists of consultation, analysis, strategic execution, and systematic review. We do all this whilst educating and improving our clients financial fluency, in turn, improving their financial confidence. Whether you want help building super, preparing for retirement, managing debt or discussing effective investment strategies, The IF Group has the professional advice you need.
IF FINANCIAL CONFIDENCE MATTERS TO YOU
Personal Services
– Investment Vision
– Superannuation
– Salary Packaging
– Family Finance
– Estate & Property
– Accounting & Tax
– Loans
– Investment Advice
Business Services
– Future Vision
– Superannuation
– Salary Packaging
– Property & Investments
– Accounting & Tax
– Loans
Helpful Links
– Australian Taxation Office
– Centrelink
– ASIC
– FICS
– ASX
– APRA
– Financial Planning Association
– Find My Super
– Lost Super
– Super Choice
Contact the IF Group for a free initial consultation
Financial management can seem like a very complex and sometimes overwhelming task for many people. However, often it just takes a knowledgeable and trustworthy financial advisor who understands what specific processes you require to achieve your financial goal. If you’re looking for a financial planner to help you manage your finances or achieve your unique financial goals then contact The IF Group today and find out why our expert financial advisors are so trusted and respected. Fill out the contact form below or visit us in our offices in Frankston and Brighton.