OUR APPROCH

Life is ever-changing. Your financial and personal circumstances, as well as legislative, and economic circumstances never stand still. Which is why your financial adviser should ideally be never-changing.

Regardless of how simple or complicated your affairs may be, having an expert adviser on hand at all times, who provides ongoing guidance and direction, always challenges the status quo, and acts as a knowledgeable sounding board, is essential.

That is why we look for long term relationships, and why most of our clients have been with us for many, many years.

We will be a team. We offer a comprehensive, transparent, and consultative partnership. And we live or die by those four words: comprehensive, transparent, consultative, partnership. You are in control at all times. You will be armed with all the information you need to make confident and well thought through decisions. But we will be by your side at all times, offering invaluable help and advice.

One other thing – we adopt the ethical position of the true fiduciary, we act free from conflicts, willingly meet and exceed all of our legal obligations, continuously challenge our current processes, never cease looking for better ways to invest and are 100% committed to the long-term service of our clients.

To find out more about our approach, we invite you to contact us for a confidential consultation.

Contact us

ICG Financial Planning Melbourne