“Since enlisting the services of David Pero and ICG, retirement planning has changed from something of a stressful chore to something which flows with ease.

We feel confident that our finances are being well managed. We have found that David’s advice has been sound and accurate. We feel very well informed, financial material is clearly presented and we feel supported to make our own life choices.”

“We now consider David as part of our team. Hand on our back guiding us through our daily transactions and towards our long term future prospects. His compassion calms our emotional attachment to our financial portfolio and his acute knowledge gets results.

Today we stand in a position of financial success. Through financial hurdles, change and progress, we always look to David and his efficient team at ICG Financial Planning before we act.”

“I have been a client with David for many years and as a result of his excellent service, other family members are also now clients. A key attribute is the personal approach that is taken.

The high level of customer service is also reflected in the staff at ICG and all my interactions are both pleasant and professional. I don’t feel anonymous within a large body of clients, rather I feel very much a person where a relationship is developed and respected. As a result, I trust the advice that David provides me which gives me peace of mind.”

“David Pero is a knowledgeable and astute financial planner who we have had the pleasure of knowing, and have been benefiting from his expertise for almost 15 years now. Our decision to entrust our financial planning to David has stood us in excellent stead over the many stages of our family’s financial life.

Over the years as our needs have changed, David has advised us wisely and clearly at every step of the way. From managing children’s education expenses, savings and investment strategies, retirement planning, self-managed superannuation fund set-up, guidance and now retirement and estate planning. David has given us confidence in our financial security and that of our family. We believe that thanks to David, we are financially secure and have the financial peace of mind to enjoy life to the fullest.”

“David Pero and his team were introduced to me around 10 years ago via my accountant. At that time, I was seeking a reputable financial adviser who could assist us with my complicated financial affairs and provide simple, clear direction amidst the complexity of an ever-changing, financial regulatory environment.

David’s advice and guidance in collaboration with my other advisers (Accounting, Banking and Legal), has now implemented a plan and structures that have streamlined our arrangements and will better achieve our goals…I have already previously recommended David’s services to my friends, family members and associates and they have all been thrilled with his services to address their financial planning needs.”

“From the outset, David understood our situation and was able to provide and deliver financial advice that was specifically tailored to both our immediate (personal security) and long-term (children’s education) goals. We have been more than impressed with the performance of our investment portfolio over the last 3 years.

David has provided us with a sense of security regarding our financial future which we could not have achieved on our own. We are confident of achieving our financial goals under David’s expert guidance.”

“I moved my Superannuation Funds from my previous adviser to David Pero’s Capstone Financial Planning Pty Ltd in 2009, after suffering losses from the GFC, and lack of attention from my previous advisers. Immediately, I found David to be very approachable, proactive, and always helpful when I have had any queries, and his method of doing business has not changed since then.

I have found David to be very knowledgeable re my Fund, and financial matters, and I feel I am obtaining the best advice and guidance for my Super possible.”

“I absolutely, without doubt, recommend David and his team to anyone looking for sound financial advice. I completely trust the advice and support I have been given, which is very difficult to find. The team go above and beyond. It’s not just about business, but people’s livelihoods. This is the culture at ICGFP and I wouldn’t entrust anyone else with my wellbeing.

I cannot thank David and the team enough for getting me back on track both financially and personally after a very difficult period at a later stage of life. It is with the professionalism, up to date expert knowledge and the genuine care factor that I would highly recommend David and ICGFP worthy of my time and business.”