We came 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
Donna & PeterAssistant Accountant
A client for around 15 years, I’ve sought iFinancial’s assistance with new loans and refinancing for both residential and investment purposes. Recently they assisted in negotiating a significant discount to a proposed investment loan interest rate, which was critical to the overall feasibility of the loan. I would refer them for their simplification of the loan process and ongoing assistance
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.
iFinancial make you feel like part of the family. In helping with two 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.
I would recommend George and iFinancial because they are professional, easy to deal with and get the job done! I was referred to them by family members as I was attempting to gain a home loan for my first home. I was worried about my shortage of deposit, but George’s knowledge and experience managed to assist me through this. They were informative and clear the whole way through
I have been a client of iFinancial for just under 3 years, getting assistance with home loans, both initial purchase and refinancing. What’s been impressive is the very personalised service George has offered us. He was aware of our requirements and was able to match or better any other product that was available. He worked extremely hard to find a product to suit our needs. We’ve had no hesitation returning to George a year later to refinance. George has achieved a better mortgage for us than any other product I had researched.
This is the second time I have used iFinancial Mortgages and I couldn’t be happier. Their quality of service, knowledge and explanation of products and efficiency is excellent. Thank you, George, for your assistance with finding the right product for me. You helped bring my goal of buying a property to fruition and I highly recommend your service to others.
This is the second time I have used 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.
I’ve sought advice from George on all matters financial for my wife and I since 2015, with a view to our retirement years and ensuring we are comfortable with adequate finances. I know when I ring at any time, I get a friendly welcome and response immediately. Informative advice, regular reports and face to face meetings make us feel very comfortable in a world with ever changing financial markets.
What’s impressed me about iFinancial 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.
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!).
Rosemary & BruceSales Manager
The staff at iFinancial care a lot about me as an individual. They always treat me with respect, provide advice above and beyond, like when I needed a recommendation for a solicitor, and are achieving good financial results with my Super. They are very approachable; if I need to know anything, I feel comfortable picking up the phone and ringing them. I would recommend them to anyone needing financial advice or a Financial Planner.
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.
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.
MaryDesigner / Business Development
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.
We’ve been clients of iFinancial for over 20 years! In our 60’s and close to retirement, the bank was concerned about lending to us. George helped articulate our exit strategy to satisfy the bank’s concerns and got us a good deal. Without hesitation, iFinancial are precise, reliable and highly recommended.
David & JackieConsultant & Lecturer
We knew we needed to reach out when struggling to meet credit card repayments and trying to service a home loan with high fees and high interest rate. What’s impressive about iFinancial is their customer service and experience in their field. The team was committed and eager to assist and certainly delivered. We’ve been clients for 8 years and would highly recommend their straightforward and honest approach.
Lona & EliasTelephone Operator & Bus Drvier
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!
MarioBusiness Owner / Electrical Contracting
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.
Luke & JosephineBuilder & Research Analyst
I’ve found iFinancial Mortgages very friendly, George especially is professional, knowledgeable and helpful. He found the correct loan for me at a very low rate and has helped with a second loan for renovations. George is also helping me with my Superannuation to find a better fund that saves on fees with a better return. I recommend iFinancial 100%.
LindaReal Estate Agent
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 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!
George did an amazing job in explaining my options with refinancing my existing home loan and went above and beyond to find the right product that suited my budget, lifestyle and needs. I highly recommend iFinancial for their informative, easy to deal with service and knowledge of products, which assisted me in finding the best option and product that was right for me.
Over the 4 years we’ve been clients, we’ve experienced amazing customer service. George has a sound knowledge of all things financial, and we recommend iFinancial for their ability to convey information and keep it simple.
Craig & ShonaShop Fitter & Consultant
Connect with us anytime! We’d love to talk.
Call our office for a confidential, no-obligation discussion with an experienced advisor. Phone 1300 881 475 or visit one of our office locations listed here.
Suite 2/29 Clareville Ave, Sandringham NSW
Level 1/58 Pitt Street, Sydney NSW
1st Floor, Savings House, Suite 4/8 Petrie Plaza, Canberra ACT
Financial Planning Avenue Pty Ltd t/as iFinancial Intelligent Solutions are authorised representatives (304864) of Consultum Financial Advisers Pty Ltd, a member of the IOOF Holdings Limited Group of companies, ABN 65 006 373 995, Australian Financial Services Licence Number 230323 (“Consultum”) of Level 6, 161 Collins Street, Melbourne VIC 3000.
* Please note the products and services offered by iFinancial Mortgages is not authorised by Consultum Financial Advisers and Consultum Financial Advisers is not responsible for the advice/service provided by iFinancial Mortgages.