Our principal advisor, George, can draw on the knowledge and experience of a specialist technical team in providing current and high-quality financial advice and services.
We use an ‘Approved Product List’ which has undergone due diligence by research professionals.
We can recommend products from the Approved Product List knowing that they stand up well in comparison to other products in the market, having successfully passed through a stringent upfront review process and ongoing monitoring.
Our approved product lists consist of award-winning products, industry funds, retail funds, wholesale funds and various life insurers, to ensure that we able to give you advice that is tailored to your needs and in your best interests.
Fee for advice
One of the first in the industry to introduce a transparent ‘fee for advice’ model for all clients for superannuation and investment advice - means we clearly outline our fees in relation to the advice we provide before any services are performed.
We believe this provides transparency and helps to ensure the recommendations we provide are driven by your needs alone.
We do not have any lock in contracts, you can choose one-off advice or ongoing service if required.
Not all advisors are equal in what they are delivering; our fees are transparent, fair and most of all we will not take you on as a client unless we know we can put you in a better place – which is why our initial ‘Get to know you’ is at our expense.
We commit to work with you over time to adapt your plan as your priorities shift and help you realise your goals along the way.
Our process is very detailed to allow us to give you the results that you want; we will not provide advice until we have gathered all the necessary information that we require in order to provide you with that advice.
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
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.