IFFP offers full or limited financial advice and plan review

Financial advice

What we offer

The first appointment with your financial planner is free. During this session your planner will find out what your financial objectives are, and what type of advice you’ll need. You will also receive a quote on what the advice would cost you, should you decide you want a financial plan.

We offer three types of advice:

Full Financial Advice covers the preparation of a full financial plan including advice on multiple issues such as Transition to Retirement, Super Income Streams (Pensions), tax planning, wealth creation, insurance, Centrelink, redundancy and estate planning.
Limited Financial Advice is provided when a full financial plan is not required, i.e. when only a few specific issues are considered. These could be Salary Sacrifice, investment choice in superannuation or investments outside superannuation.
Financial Plan Review can be provided by request.

Our financial planners can help you to:

Create wealth – Investment strategies for your financial future;
Plan your retirement – Whether you are already retired, or have up to 10 years left in the workforce, you need to plan for your retirement;
Coping with large changes – For example redundancy, divorce or receiving an inheritance;
Make decisions on issues like superannuation investment choices, insurance protection or estate planning.