Investment advice

Not everyone has both the expertise and the time, to manage their own investments.

At ITL Financial Planning we take this burden from you by recommending, implementing and monitoring your investments.

We offer tailored financial and investment strategies (including tailored share portfolios where appropriate) to meet your needs. Our clients prefer direct investments because:

  • There is absolute transparency in where their money is invested (most often in companies they know and use themselves)
  • There is control; we don’t make any trades without prior permission from clients and we take each client’s situation (including capital gains) into account for each recommendation
  • There are lower costs (compared to managed funds)
  • For Australian shares, you have the added benefit of franking credits which are particularly valuable for SMSF clients

Significant Investment Experience

We are listed securities specialists with over 10 years investment experience and currently manage over $150M in client assets.

We’ve managed client portfolios through the global financial crisis and brought them out better the other side.

We spend a significant amount of time keeping on top of market research from a wide variety of sources and monitoring market movements to provide timely, proactive portfolio advice.

We take the time and stress out of managing your own portfolio.

Find out more about our investment philosophy or our tried and tested approach to portfolio construction and contact us if you want to chat more about our approach.