How we do it

How we approach financial planning

We take you through our proven process that begins with a thorough understanding of you, your goals and what you want your future to look like.
We provide personalised advice to give you the results that you want.
We provide an ongoing advice service that is pro-active and flexible. It anticipates your future needs and your financial plan constantly evolving to meet your life challenges.
We’re proud of our results, reputation and referrals. Our clients testify to this.

When you choose ITL Financial Planning, you benefit from a team of qualified advisers who:

Know you and know what’s important to you
Can answer your questions and concerns
Have over 40 years of combined experience in financial planning
Are technical and advice specialists in different areas
Share the same values
Devise your personally tailored strategies through collaboration
Are committed to ensuring you live the life you always dreamed of
Are members of the Financial Advice Association Australia (FAAA) and hold the Certified Financial Planner (CFP ®) designation

Our boutique, highly-experienced team of financial planners:

have a track record of being transparent, reliable and trustworthy
provide highly specialised and expert financial advice
are always just a phone call away
help free up your time by taking away stress and looking after your financial administration
are pro-active, understanding the knock-on implications of any financial decisions you make
will manage your finances just like we would manage our own
do exactly what we say we will do, so you know you can rely on us
offer investment choices, tailoring your financial plan to your specific needs
provide you with true peace of mind by staying at the forefront of our profession
offer a highly personal service, giving you the attention you deserve
have strong relationships with a team of specialised professionals, so we can help you coordinate and manage all your affairs