What matters to you, matters to us.

From the beginning, iFinancial has built strong relationships with clients who have a common need – to identify financial goals, set an achievable plan and mitigate risks.

Our personal approach to finance means we have developed a community of clients who we advise on a regular basis, through every stage of life.

But don’t just take our word for it – read genuine client stories. These people began their journey looking for a reliable adviser, before they met us and achieved a whole lot more.

 

Aaron, Senior Applications Developer

I enjoy working with George Eljouni over other businesses because of his professional and efficient business culture.  I get direct answers to my questions.  George has helped me make the tough decisions to do with my property investments and long-term plans.  I now have a positive focus going forward and am very grateful for George and his teams help.  They didn’t waste my time but directly helped me and gave answers I needed.

 

Roy, Field Officer

What’s impressed me about George Eljouni and his team in the 5 years+ I have been a client, is that they are always attentive.  They have assisted me with mortgage and personal finance issues, in particular Superannuation, which resulted in a positive outcome.  They are professional, accurate and personable.

 

Ivan and Bianca, Head of Digital Experience

George seeks to understand your financial goals as well as lifestyle, to provide you with a total picture when looking at your borrowing needs.  With George and his team it’s more than just a transaction, they want to understand your needs as a customer, structuring your loan so that it works best for you and they build long term relationships with their customers.

 

Luke & Josephine, Builder & Research Analyst

We needed to settle on our property quickly and George was able to ensure we got the loan we needed in ample time so we could settle on the house stress free.  We recommend George and iFinancial because they are easy to deal with, always get the results you want and provide you with the best recommendations and advice to set up your financial future.

 

Shane, Area Manager

iFinancial make you feel like part of the family.  In helping with 2 mortgages, super and insurance, they’ve been very friendly and welcoming, and offered honest, straight forward advice.  We’ve had numerous issues with the banks slow response regarding our mortgages – iFinancial went above and beyond to get a result prior to settlement.

 

Shona, Consultant

Incredibly personable and helpful is what’s impressed me about iFinancial’s service.  I would most certainly refer them based on their knowledge, advice and the way we are dealt with as clients.

 

Mary, Designer/ Business Development

Nothing is ever too complicated with iFinancial.  In setting up an SMSF, they’ve helped us break it down into simple decisions and put us at ease through the process.  We’ve already recommended them to 2 friends with many more to come!  They’re just always ready to help and nothing is ever too hard.

 

Donna & Peter, Assistant Accountant

We went to iFinancial for assistance with our superannuation, life insurance and financial advice.  In 6 months, we have found their service highly professional.  They provide clear, well researched information which is easy to understand and aims to achieve our goals.  They show genuine interest in our plans and their response time, if not immediately available, is very prompt.  We would definitely recommend them.

 

Mario, Business Owner

After 5 years of thorough, well informed and friendly service, we would absolutely recommend iFinancial. They’ve assisted us with investment home loans, buy / sell insurance and income protection.  They’ve held our hand through the whole process and explained everything in detail.  Thank you for all your help!

 

Wade, Electrician

In 5 months with iFinancial, they’ve assisted with life insurance, super and future investments.  In that time, by restructuring our super, we’ve noticed more growth without paying any extra!  I would recommend them to others as they offer good follow up on everything we discuss.

 

Susan, Retired

After a long working life, I required assistance regarding my financial future.  iFinancial has provided this help and made life less stressful.  They’ve prepared a financial plan, set up a pension account and given me general financial advice.  George Eljouni, Principal Financial Adviser has a very professional approach and is always on hand to advise and respond to any queries, as is his very capable and helpful assistant Monica.  Very importantly, they also have a sense of humour!

 

Gerry, Estate Agent

iFinancial’s service is 5 star!  They have assisted me with SMSF and Insurance and were very thorough explaining the whole scenario with SMSF to me and replying promptly to my messages and phone calls.  I would definitely recommend them as trust is a key factor when dealing with client’s super funds and also because of their excellent product knowledge.

 

Rosemary, Team Leader & Bruce, Sales Manager

iFinancial has provided us with understandable, no fuss retirement advice. During the 12 years we’ve been clients, they have assisted us with home loans, investment loans and managed our retirement transition fund. We would recommend them to friends and family for their honesty, integrity and because nothing is too much trouble. They are also easy to talk to (especially about cars!).

 

Alison and Brendan, CEO Interactive Intelligence Australasia

Alison and I would like to take this opportunity to express our appreciation for your services. Although not part of your engagement to us, you went out of your way, provided encouragement and pushed us in the right direction. Without your persistence, we would not have utilised Best Doctors for our son’s needs, and he would have undergone a very critical operation on his spine and brain. It’s reassuring to know that you care not only about our finances and goals, but our family. Thank you.

 

Erin Hansell, HR Partner

iFinancial provides an excellent benefit offering to staff. We engaged them as part of our company’s benefits program. We wanted to present our staff with the opportunity to receive expert, confidential, financial advice. iFinancial not only assists our staff with their current financial plans, but also their future and our staff feel very lucky to have such a wealth of knowledge available to them. The process of engaging iFinancial has been seamless and we’ve had wonderful feedback on George’s professional and personal approach. We will continue to engage the iFinancial team’s services.

 

Kevin, Retired

I’ve had other financial planners, but George has been by far the best. His expertise and attention to detail is second to none. He quickly identified the risk factors associated with the strategy from our previous financial planner and re-structured our investments to lower our risk. He walked us through the plan for a comfortable retirement with the part pension. Our holidays are important to us and the plan made sure we had the funds.

 

Tina, Receptionist

I’ve been with iFinancial for over one year and in that time they’ve assisted me with Superannuation, Life Insurance, Income Protection and Financial Planning. What’s impressed me the most is their substantial knowledge and professionalism on financial matters, as well providing a friendly service and going that extra mile. George provided us with great financial advice regarding an Estate issue. I would definitely recommend them to my friends, family and others.

 

Paul, Projects Engineer

I’ve been with George for five years and he’s always on time, it’s a sign of the respect he has for his clients. He’s handled my super, insurances and home loans. By rolling my home loan into another product George not only saved me money, but also enabled me to save. I recommended him to my family and friends because he offers great service and makes your financial plan easy to understand.

 

Matthew, IT Manager

George is very switched on and gives me great advice. His solution for my super not only made me more money, but also allowed me to have life insurance at no extra cost. Over the three years I’ve been with iFinancial their communication has always been open, transparent and friendly. They’re great people to deal with.

 

Robyn, Customer Services and Admissions Clerk

I heard really good things about iFinancial from a friend. They’ve lived up to the recommendation, with friendly service and a great strategy to eliminate tax and build up my super for early retirement.

 

Sandra, HR Manager

I really can’t remember when I first started with iFinancial – it’s been many years now. George really listens and is always available to discuss my situation. I trust him to get the best outcome that suits my needs but also trust him to do the best for my family and friends that I’ve recommended.

 

Jean, Market Manager

I have been a client for 9 years. I chose iFinancial for their comprehensive service offering. I was looking for independent financial planning advice and mortgage loans. Plus George has a good understanding of small business tax issues. iFinancial helped restructure my home / investment loan and proactively negotiated good rates without my having to ask. They were prompt in their response and were always contactable. They also helped us draw up a longer-term financial plan. I would refer iFinancial because of their long operating history, efficient service and knowledgeable staff, and their ability to provide a more comprehensive service offering.

 

Anne, Senior Business Analyst

George was recommended to me by somebody I trust and proved himself to be worthy of that trust. One thing I was particularly impressed with was that George’s final set of recommendations meant that he would get less business from me this time around… I knew then that he had my best interests at heart.

 

Sam, Franchisee Operator

The communication and time spent with me explaining everything step by step was helpful and reassuring. I now have all my finances in order. I have a superannuation scheme in place set up by George and his team that is perfectly suited to me. I’m pleased to say I am very confident of the future for my family.

iFinancial provide an amazingly high level of customer service and are honest and reliable. They take pride in their work and their word, which is something rare to find these days.

Call us today on 1300 881 475 and create a client success story of your own.