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.


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