IFP are a Perth based Financial Planning practice, specialising in wealth creation and investment advice, financial planning, insurance, retirement, superannuation and estate planning. For more than 40 years, our experienced team of highly-skilled Advisers and a close-knit support team have been delivering tailored solutions to our valued clients, focusing on their individual circumstances, financial needs and goals.
Our mission is to make a difference in the lives of our clients by providing the highest standards of service along with educating our clients along the way. Working in consultation we will develop the right plan for you whether you are an individual or young family planning for the future, saving for your first home, empty nesters transitioning to retirement or retirees for whom we provide comprehensive ongoing advice and support to maximise their retirement income and lifestyle. Regardless of what your financial situation or life stage we can help you to plan, invest and enjoy.
If you are looking for ways to make your money work harder for you there will be numerous investment options available however not all will be appropriate for your stage of life or needs. A bit of discipline in combination with a tailored plan, IFP can help you build a solid financial future.
Superannuation can be an effective tool to secure your financial future in retirement therefore it is vital to regularly review your superannuation account and contributions to ensure you are on track. At IFP we can help you build a nest egg to achieve your retirement goals.
Planning for your retirement can’t start early enough. Taking some simple yet clever steps when you are starting out, during the peak of your earning capacity and as you near retirement is important to ensure your retirement income is structured to suit your needs and objectives.
We believe that a comprehensive risk management strategy that effectively protects you, your family and you’re well earned income is the foundation of any financial plan. At IFP we will work with you to determine the right type and level of cover to suit your individual circumstances.
Accomplishing your financial objectives in the most tax-efficient manner is an integral part of the financial planning process. There are numerous tax effective strategies that may be appropriate for your individual circumstances to enhance your tax, retirement and wealth objectives.
Having access to the right estate planning advice can be the difference between a comprehensively protected inheritance and a prolonged family feud. Our experienced team can help you to structure a plan for the distribution of assets specifically tailored to your wishes.
At IFP we can assist you with all your mortgage needs. Whether you are looking to borrow money to purchase property, investment property, or refinance your existing home loan, we can help you obtain the right loan that best suits your needs.
Accomplishing your financial objectives in the most tax-efficient manner is an integral part of the financial planning process. There are numerous tax effective strategies that may be appropriate for your individual circumstances to enhance your tax, retirement and wealth objectives.
The entitlements received from the Age Pension or other Government benefits can have an impact on your standard of living in pre-retirement or post retirement. At IFP can help you understand and structure these funds in order to maximise your income stream.
We have found IFP to be a breath of fresh air compared to other financial advisors we had seen. IFP’s honest and no nonsense approach gave us the confidence to follow an agreed financial plan, and allowed me to retire at the age of 60 as I had always wanted.
We have been impressed with IFP’s prompt response and enthusiastic assistance to our queries. The IFP team has helped us explore and look beyond our understanding of the tricky world of 'Financial Planning'. We are happy with the advice & service we receive from the team at IFP.
Thanks largely to Craig's diligence and extremely caring nature, not only have we been able to weather the effects of the Global Financial Crisis but have been enjoying our retirement hugely. Craig has proved time and again that it was a very good one and he can take much of the credit for creating the environment that allows us to have such an enjoyable lifestyle.