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Discover our Wealth SolutionsiFinancial’s service is impressive, with George being highly informative and knowledgeable.Peter










Talk to an expertiFinancial’s quality of service, knowledge and explanation of products and efficiency is excellent.Elizabeth










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Financial Solutions for
Individuals and Business

1

Financial Planning

Complete financial advice for all your milestone moments.

6

Loan Advice

Tap into our competitive network of lending partners.

2

SMSF

Establish your own SMSF.

5

Wealth Creation

Advice to build and manage your financial wealth.

3

Retirement Planning

Start creating the retirement you envisage and deserve.

4

Tax Strategies

Understand your tax obligations with expert advice.



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Trusted advisor to ITP

The Income Tax Professionals

George has established partnership with ITP (the Income Tax Professionals) and provide ITP’s tax and accounting clients with trusted financial advice. ITP is an Australian-owned company with 50 years in business and over 200 branches nationwide.


Learn more about ITP

We love what we do,
and it shows

Customer service that outshines

Regardless of the service you are after, we go above and beyond to help our clients. Our honest, friendly service is one of our greatest strengths.

Clarity and structure

Our expert advisors with specialised knowledge help make the complex simple. We value transparency to ensure you always understand your options, without any surprises.

25+ year finance experts

With iFinancial, you get the best advice from some of the best in the business. Our principal advisor is fully accredited with experience working for Australia’s largest financial institutions. We’re always abreast of the latest changes to legislation and products.

Personalised financial solutions

We guarantee you will always be treated as a valued individual client. Our tailored advice delivers unique solutions and we always offer you our undivided attention. Our genuine approach means we listen, and we see you!

As part of the Consultum Financial Advisers Network Australia, iFinancial is an award-wining service provider:


  • Winner of CoreData Advisory Group Awards in categories Quality & Compliance

  • Ranked 2nd as CoreData Advisory Group of the Year

  • Major Financial Advice Group of the Year