ICG Financial planning is a boutique, privately-owned wealth management firm based in Carlton, just outside the CBD and nearby to the Royal Exhibition building at Carlton Gardens.
As a boutique practice we offer a highly-personalised service to our select clients – one that’s tailored to each client’s unique circumstances and requirements and delivered with care and precision.
Our clients are often successful in their own right. With busy professional and personal lives, they seldom have the opportunity nor inclination to understand the world of investments, financial planning or taxation. Others recognise that it’s not the best use of their time.
Our services are all-encompassing, we focus on the big picture with a forensic attention to detail that’s necessary for effective financial planning and the future wellbeing of our clients and the people they care for. It’s what sets us apart from other advisory firms.
We recognise that are our services aren’t for everyone. However, they are ideal for discerning individuals with complex financial requirements who demand and expect a superior level of quality financial advice and client service care that’s rarely found elsewhere.
To find out more, we invite you to contact us for a confidential consultation.