Welcome to ITL Financial Planning

We advise successful business owners, professional families and jet-setting retirees

Is your SMSF working for you, or costing you?

Careful planning and attention to detail are things that civil engineer Colin Masterson has always prized in his work. Read More

ITL Financial Planning prescribes super medicine for two GPs

When the Brownells came to see financial planner Nick Lloyd, he immediately saw that the couple had a very low ... Read More

Planning your family's financial future after a life-changing accident

Edward Morrison was engaged to be married and a competitive district footballer when he was paralysed in a car accident... Read More

ITL Financial Planning are a boutique financial planning team and listed securities specialists. Through proactive and professional advice, we give you peace of mind and the freedom to make choices so you can live your best life. We genuinely care about your financial welfare. And we’re on the end of the phone whenever you need us.

Has managing your retirement income become a full-time job?

Although self managed super funds can be an excellent structure to provide for your retirement, they can also be quite complex.

At ITL Financial Planning we help you enjoy the freedom of your own SMSF while removing stress of managing it.

We have significant investment experience and deliver consistent investment returns, transparency over where your funds are invested and peace of mind around fund compliance. Find out more

Too busy looking after your business to look after your future?

Owning your own business can be all-consuming, so thinking about your overall financial situation, let alone planning for you and your business’s future can very difficult.

At ITL Financial Planning we understand the complexities of modern business.

We can help free up your time by providing elegant solutions to problems like business insurance, debt issues and retirement planning. Find out more

Financial advice for professional families

When you’re working in a high-pressure job it can be really hard to find the time and energy to spend quality time with your family… let alone plan for your short-term and long-term financial goals.

At ITL Financial planning we understand your time is valuable, which is why we share the strain and offer complete financial solutions to help you live your best life.

Find out more

Direct and transparent investing

Transparency is more important than ever. Knowing exactly how and where your life savings are invested gives you greater control and peace of mind.

ITL Financial Planning are listed securities specialists with significant investment experience.

Your advisor is also your portfolio manager… giving you direct access to the person making your investments.

We give you investment advice on direct equities and tailor your portfolio to meet your needs. Read more

Our Difference

Tailored Solutions

We take time to listen, give you real choices & tailored solutions & implement them for you.

Direct Investments

We proactively monitor & manage your portfolio. Our core team includes a fund manager.

Personal Service

We focus on delivering consistent, high-touch, personal service to you and your family.

Holistic Approach

We work closely with trusted partners to meet all your financial needs in one place.

Testimonials

We value our client’s honest feedback which is why we recently conducted an anonymous client satisfaction survey through Coredata. ITL Financial Planning achieved a Net Promoter Score (NPS) of 61.4. Find out what our clients have to say about us by visiting our client testimonials page.

I am pleased to recommend Shereen and ITL Financial Planning. I have stayed as a customer of ITL because I greatly appreciate that I can trust Shereen and her colleagues to do the best they can for my position with integrity. I appreciate the tailored solution I receive that is proactive enough to watch out for actions that need to be taken ... even when I have not even when I have not been watching. I have peace of mind and confidence that my finances are being being taken care of well. Importantly, Shereen's nature and personality make meeting to discuss personal finances an enjoyable experience. I wholeheartedly recommend Shereen to other potential clients.

Peter Mayrick - Member of the Board at NCLS Research

I highly recommend Nick and his team to anyone wanting to secure their financial futures. Of course the future is uncertain, but these guys put a lot of effort into making sure their advice to you is considered, balanced and one that offers logical stepped approaches to achieving your financial outcomes. Since moving my super over to them, my yearly returns have been better than they were previously, even in the current market. I am on track for my planned retirement.

David Screen - Station Operations Manager at Metro Trains Sydney

I recommend Nick to you ... his professionalism is best defined by words like integrity, honesty, and diligence. Nick proactively challenges our thinking, presents investment ideas, and importantly remains focussed on our long term goals during periods of market turmoil. He is always available to discuss market trends and opportunities ...

Scott Archibald - Head of Group Services, Banking & Financial Services Group, Macquarie Bank

My financial future is safely in Nick and his team's hands. Apart from the attention to detail (which is better looked after in Nick's hands than mine) the advice and stock picks and balancing have served me very well. I had a large broker firm before Nick and they often sold me into products they had vested interests in and most under performed. Nick gives sound independent and regular advice.

Craig Lockart - Director Fox & Staniland

Shereen at ITL Financial Planning takes Customer Service to a new level. Last year, as a busy professional the thought of moving the management of my SMSF, assets, investments and insurance policies to a new advisor was a daunting prospect. Looking back, I needn’t have been concerned – not only has the huge task been completed with enthusiasm, outstanding professionalism and incredible efficiency but I also have a far more proactively managed investment portfolio, more comprehensive insurance policies in place and all my estate planning documents updated. Shereen is always an absolute pleasure to work with and I know she genuinely cares about my financial welfare. I can confidently recommend her and ITL Financial Planning’s services – a more “trusted advisor” would be hard to find.

David Biddle - Partner at Brilliant Blue

I have one regret when it comes to Nick Lloyd: I wish I had met him earlier in my life. I met Nick when I was in serious financial trouble and he provided me with an incredible amount of support and sound advice, and he has worked tirelessly to ensure that my financial future is a viable one. Nick is a pleasure to work with. He does his job with integrity, with the highest level of attention to detail and in my case, he has always gone above and beyond the role of financial advisor. I trust Nick implicitly and recommend him highly and without reservation.

Peter Sharp - Creative Director | Owner | Photographer at Tame & Wild Studio

ITL Financial Planning Blog

The Importance of an Investment Philosophy

A clearly prepared, well supported investment philosophy is your financial compass that guides you to your destination and plots your course. An experienced financial adviser will work as your skipper, ensuring your finances stay on track regardless of the challenges life or the financial markets throw at you. Together, they’re a winning combination…and your best chance of financial success. Find Out More

Our Tried & Tested Approach to Tailored Portfolio Construction

What is the first thing you do before making any investment? At ITL Financial Planning we always start with a chat…taking the time to understand your values and goals…and the level of risk you feel comfortable with. Find Out More

Thinking of leaving your financial planner?

If you're thinking of changing financial planners, you're not alone. A 2015 survey of Australian financial planners conducted by Business Health showed that 23% of existing clients become disengaged in less than three years; 35% of clients take somewhere between three and seven years to feel the same way; and after seven years, a whopping 42% of clients want a change. Find Out More

How can we help you?

Call us or fill in the contact form to request a free initial meeting with Nick and Shereen

ITL Financial Planning Suite 63 Level 2
23 Narabang Way
Belrose NSW 2085 02 9486 3100 itl.fp

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