IFinancial Story

Get financial advice from the experts

Our focus: your optimum wealth creation

At iFinancial we may not be one of the biggest financial planners in Australia, but we are one of the most trusted. Totally committed to giving our clients the very best financial planning possible, we specially tailor our advice to your individual circumstance. All with friendly, professional service and no fuss. We are proud to be a privately owned, Australian company, with local financial advisors and easy to access Sydney premises.

Some of our recent awards include:

2010 Winner of CoreData Advisory Group Awards in categories Quality & Compliance
2010 Ranked 2nd as CoreData Advisory Group of the Year

Read below for more about our story.

Our company directors came from major financial institutions where they gained a wealth of experience and firm industry relations. When they first founded Mortgage Avenue, a private mortgage brokerage, their primary objective was to match clients with the right home loan and lender.

Due to a heavy emphasis on understanding the various needs and priorities of each client, the business grew rapidly. A dynamic financial planning business, Financial Planning Avenue was soon born. Today, iFinancial Intelligent Solutions represents a merger of these two successful companies.

Despite our success, our simple, core philosophy hasn’t changed. We’re still intent on helping our clients with the very best financial advice for their particular circumstance and finances. And with a team of advisors continually up-to-date with changing financial markets, our advice is always tailored to current economic times.

Like many customers before you, we can help you feel confident about your financial path and offer ongoing support and advice right through your financial life.  So whether you’re just starting to think about your wealth management, wanting sound property investment advice, needing estate planning, or wondering whether a self managed super fund is right for you , we’ll always give you honesty, faultless service and our undivided attention.

Take advantage of our strategic partnerships

Take a look below to see just some of our solid partnerships with major financial institutions and investment banks. These enable us to offer a broad range of quality financial services and investment options, and provide you with a strong, ongoing support base.

In addition, we’re members of:

  • The Australian Institute of Banking and Finance
  • The Mortgage Finance Association of Australia
  • The Australian Institute of Management

Why not talk to us.

If you’d like an obligation free financial health check from an expert financial advisor, get in touch with us today. One of our friendly, professional team will help start you on the path to financial independence and security, without any hassles. So whether you’re in Adelaide, Melbourne, Brisbane or Broome, email us, or call us in Sydney on 1300 881 475.

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