Testimonials

What our clients say

Our client Testimonials

I have been with George for four years and he has been instrumental in providing financial advice and guidance with my superannuation and other financial matters. Their service is impressive, with George being highly informative and knowledgeable during our meetings. With their constant review of my investments, I have overcome obstacles and achieved positive outcomes. I highly recommend George to anyone who needs expert financial advice and support.

With George, we weren’t treated like just a number in a large conglomerate. Our individual needs were assessed, and our minds put at ease with our decision to ultimately purchase property. Questions were answered promptly, results thoroughly explained and advice conveyed in a timely manner, which took a lot of the stress involved out. We’d recommend George to anyone looking for financial or mortgage advice, and future planning for retirement – optimizing the most out of your money now so you’re set for the future!

George helped us get our first step on the ladder! We settled on our first property this year with the Government’s first home buyers assisted scheme. We needed to tick a lot of boxes for the application and George helped get it sorted and took out all the stress. I won’t hesitate to recommend George and already have.

We absolutely recommend working with George. With no financial goals or estate plan in place, he provided an objective view to help us make decisions, save money, build wealth and adapt to life’s unexpected events. We were impressed by George’s forward-thinking, consultative approach. He managed our time effectively and has displayed trustworthiness throughout – so important for a solid client/advisor relationship

Without hesitation I recommend iFinancial. George’s knowledge of the industry and its intricacies are faultless. When we were declined a loan by one provider due to an internal policy relating to our property, George and his team worked tirelessly to source an alternative lender to provide us with the exact finance we needed. Using his extensive network of contacts, he secured us a new loan, including a bridging loan with ANZ bank. To put it simply, George really knows his stuff

I appreciated the level of honesty and transparency in offering sound mortgage advice. With my work situation and residency status, George’s advice was key to making my decision to wait until my situation was resolved which resulted in being able to get a higher loan. He offered complete honesty and particular care

iFinancial give the best advice and find great deals… They’re informative, reliable and found the lowest interest rate that suited our needs. We would definitely recommend them for their quick response, informative service and best deals guaranteed

As first home buyers and now with the purchase of our second property, iFinancial have been assisting us for 5 years. George is very thorough as a broker, but we have additional confidence knowing he is also a financial advisor. He got to know us as people and found loan products that suited our nature (we are risk adverse and he helped us find products where we could have certainty and be protected against market changes). I am very impressed at the efforts he goes to - he views our financial situation holistically and we are very happy with our final lender. We would and HAVE recommended George to family and friends

Working with George has brought all the different components of my finances into one document. With a two-year plan and consolidating insurances and super, I have better positioned myself for the future and will see long term benefits. I have already recommended George to my family and friends.

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

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!).

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.

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.

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.

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!

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.

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%.

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.

I was really worried about how we would manage when my husband retired - George came to us with a plan and now we have a comfortable retirement. George really does care about us, especially our fears for the comfort of our future. Thank you, George, with you we’re not just another number!

We went to George to change providers for our home loan as they’re a one-stop shop – we had one point of contact throughout the process which is very important. They were informative, responsive and kept us up to date all along the way. I would definitely recommend George and his team.

Our situation in securing a home loan was a little tricky, but George provided excellent service and went out of his way to secure our home loan despite the many obstacles we faced. He tirelessly chased the bank to make sure our loan went through; he was always calm, positive, helpful and professional. I found George to be very knowledgeable and his contacts meant that he could find a suitable loan for us and secure a very competitive rate.

After facing quite a few obstacles financially, George and his extremely friendly team have been instrumental in allowing us to achieve a brighter future for ourselves. The expertise and amount of research that goes into every decision for our financial future is second to none and the result has been a much cheaper rate for our mortgage. It’s really clear they care about us as people, not just as clients.

We recently refinanced with George and his team with a great outcome. Their friendliness, professional approach, and great knowledge of the products they provide are why we would absolutely recommend to others.

All my financial planning, home loan, construction loan and tax services are done in one place, like a one stop shop, which I find really impressive about George and his team. It has a family business feel and you receive personalized service. I dealt with the senior advisor George, throughout. George refinanced my current loan with a better rate and arranged my construction loan with no fuss!

I would highly recommend George Eljouni – his professional advice and sound product knowledge meant he was able to find a solution to my home loan with an exceptionally short lead time to manage the required down payment and loan drawdown. He is willing to go the extra mile to resolve any issues.

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.

I really can’t remember when I first started with George Eljouni, it’s been many years now. I wouldn’t go to anyone else for my home loans. He 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.

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 and the fantastic service he provides. By rolling my home loan into another product George not only saved me money, but also enabled me to save. He made the financial arrangements easy to understand, so I had confidence in the decisions. I recommended him to my family and friends because he offers great service and makes your financial plan easy to understand.

George is very switched on and gives me great advice on the two investment property loans I’ve taken out. Over the past three years I’ve been a client, his communication has always been open, transparent and friendly. He is a great person to deal with.

When I sat down with George and his team I was so impressed by the high level of customer service and just how quickly my loans were approved. I got help refinancing my existing property and securing a loan for the purchase of a new property. I appreciated the fact I was kept informed of their progress at all times. George provides an amazingly high level of customer service and is honest and reliable. He takes pride in his work and his word – something rare to find these days.

I have been a client of George's for over nine years. I chose him for his 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. He has helped restructure my home / investment loan and proactively negotiated good rates without my having to ask. George and his team were prompt in their response and were always contactable. They helped us draw up a longer-term financial plan. I would refer George because of his long operating history, efficient service and knowledgeable staff, and his ability to provide a more comprehensive service offering.

My husband and I are recent clients of George and we can honestly say they have been extremely patient and very understanding helping us plan for retirement and set up appropriate superannuation funds. Due to misinformation I was given in the past, I was going to have to pay a considerable amount of tax on contributions to my old super fund. George has looked into the problem for me (even when initially I was yet to be their client) and advised me how to resolve the issue with the best possible outcome. They were honest with us on where we stood and now, I can have a comfortable life after retiring.

I have been a client of George for 3 years and have always found them helpful, friendly and with great advice, especially on my allocated pension from a reliable fund. I definitely recommend them.

Wanting an overhaul of our finances, my husband and I came to see George about 8 months ago. With his financial planning advice and refinancing of our mortgage, he has helped us make considerable savings on a monthly basis. We would definitely recommend George and his team as they offer exceptional customer service and you will be dealing with a knowledgeable and reputable firm.

Retirement was not so clear for us, or when and how it might eventuate. By referral, we were assisted by George to plan for retirement. George and his staff have been excellent professionally, very transparent and approachable. They’ve assisted us with our retirement plan, including superannuation and an investment portfolio, giving us a defined direction and ease of mind regarding our financial future.

George and his team are very organised and helpful. They assisted me with financial advice and helping me to understand superannuation, which has resulted in a positive outcome! I would recommend them to friends and family because they are trustworthy and knowledgeable.

This was the first time we have used George and the service provided was exceptional and well worth the engagement fee. We were very satisfied with the experience and delighted with the outcome. George was extremely patient with us; he was professional yet always had a caring manner. He provided us with peace of mind and a plan we could easily manage. In short, George and Monica were outstanding. Successful

George came highly recommended to us by one of our friends who he previously assisted, we have since been a client of George’s for approximately 1 year. We initially came to George with the intention to purchase an investment property but while researching different strategies George was able to organise a home loan so that we can move into the property, he researched several options and negotiated a rate on our behalf which we would not been able to do so on our own. George is now assisting us with life insurance to ensure my family will always be protected. I defiantly recommend George and his team, they are very professional, efficient and extremely helpful. They stop at nothing to make sure your dream becomes reality and are able to assist at every stage in life.

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.

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.

George Eljouni provides an excellent benefit offering to staff. We engaged with George as part of our company’s benefits program. We wanted to present our staff with the opportunity to receive expert, confidential, financial advice. George 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 George has been seamless and we’ve had wonderful feedback on George’s professional and personal approach. We will continue to engage George Eljouni’s services.

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

In the 12 years that I have been a client of George’s, he has helped me grow my wealth through investment planning, he has assisted in organising the finance of my several investment properties and recently assisted in refinancing my loans to purchase a new property. George took the time to look at several strategies to ensure it was the best outcome for me. George has also assisted me with my superannuation and insurances to ensure that myself and my family would always be protected at any time there is a change or new purchase. I would highly recommend George and his team as they are quick to respond and are very informative with any question asked; they show a genuine interest and concern and always make me feel welcome.

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.

In a few short months, George has provided exceptional knowledge around ways to cut down on fees while maximising the growth of our existing cash flow and assets. He’s made our retirement less of a pipedream and rolled our car loans into our mortgage, saving us money without increasing our home loan repayments – it’s been another fantastic outcome of working with ITP

I’ve been with George since April 2023, seeking advice on superannuation, retirement, and housing. Their service is impressive – always informative and relatable. Their guidance on adapting my superannuation fund was invaluable, resulting in a positive outcome. I’d gladly recommend George and his team; George’s professionalism and commitment to client understanding make all the difference.

I've been a client of George for years. George and his team assisted me with mortgages and financial advice. Their service is impressively informative, friendly, and understanding. They secured a competitive rate for my refinance, handling all the work seamlessly. I wholeheartedly recommend them; their approach and support are exceptional.

I've been a client of George since 2012, benefiting from his assistance with property financing and mortgage refinancing. His exceptional customer-first approach and ability to secure better rates have consistently impressed me. I highly recommend George and his team to friends and family for their expertise and personalised service.

We’ve been clients of George for six months, and he has been instrumental in helping us sort out our current financial situation while preparing for the future. What stands out most is his attention to detail and thoroughness in addressing our specific needs. Always informative and ready to provide clear, well-explained advice whenever we have questions. Financial advice is easy to understand, ensuring we fully grasp the information and feel confident in our decisions. Their commitment to personalised service has made a significant difference for us. We highly recommend George to anyone looking for reliable, professional advice

As a self-funded retiree, I needed advice on setting up a financial plan for future requirements. George is very polite and understanding and provides easy to understand information to help achieve goals and get my financial requirements in order, keeping me well informed. George reconstructed my Superannuation fund to a greater advantage for future requirements and setting up an allocated Pension giving special attention for my future lifestyle requirements and a regular access to income for everyday living. George is very professional and gives special attention to personal requirements and is always available and helpful

I’ve been a client of George for the past 12 months, and during this time, they’ve helped me with financial planning for retirement and managing my superannuation accounts. What stands out most about their service is how thorough and client-focused they are. They really take the time to understand my needs and provide well-researched advice. A great example of how their expertise helped me was with the rollover of my SMSF and the establishment of new super accounts. Their guidance made the process seamless and resulted in a positive outcome for me. I would definitely recommend ITP Financial Planning to friends, family, or colleagues. The client focus, in-depth advice, and their vast experience make them an invaluable resource for anyone seeking financial guidance."

What our clients say

Our client Testimonials

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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

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What our clients say

Our client Testimonials

Connect with us anytime! We’d love to talk.

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

Quick Links

Services

Contact Us

Request a Financial Services Guide

Connect with us anytime!
We’d love to talk.