Financial Planning & Accounting Services Melbourne
The Intelligent Financial Group (The IF Group) is an expert financial services company that specialises in the total context of individual and business needs. Our focus is not just accounting and tax, not just investment guidance and prosperity enhancement—but the complete financial planning picture. Let our Financial Colleagues make the difference…
“What I appreciate most is the commitment to me clearly understanding their recommendations. A lot of professionals know their business, but they can’t communicate the knowledge so that you feel comfortable. The IF Group gives me that security.”
The Intelligent Financial Group are proud members of the Financial Planning Association of Australia (FPA), an organisation that aims to look after the interests of both its members and the public by maintaining a high standard of requirements and consistently continuing professional development. The FPA are Australia’s leading professional association for financial planners, with over 12,000 members nationwide.
Unfortunately, there are countless numbers of unaccredited financial planners around and many people make the mistake of trusting their finances and their livelihood with these practitioners. Don’t ever risk your hard-earned money with a financial planner that is not a member of the FPA. At The IF Group, we have been FPA members for almost 20 years, so you can rest assured that you are in safe hands.
What makes us different?
Financial independence means different things to different people, we understand that. The IF Group take best practice financial management techniques and modify them to suit each individual client that walks through our door. We are not simply financial planners, we use our financial planning expertise to create a customised financial solution that is tailored to our client’s specific financial goals. To accomplish these goals, we use a process that consists of consultation, analysis, strategic execution, and systematic review. We do all this whilst educating and improving our clients financial fluency, in turn, improving their financial confidence.
Want to learn more about what our experts can offer?
Watch our CEO, Deborah Rognlien, discuss a range of financial topics including: preparing for ageing loved ones, investment advice, superannuation for women vs men, correctly setting up trusts, and a range of other topics in the videos below filmed with Channel 31’s Finance show, “Dollars with Sense”.
IF FINANCIAL CONFIDENCE MATTERS TO YOU
Contact the IF Group for a free initial consultation
Financial management can seem like a very complex and sometimes overwhelming task for many people. However, often it just takes a knowledgeable and trustworthy financial advisor who understands what specific processes you require to achieve your financial goal. If you’re looking for a financial planner to help you manage your finances or achieve your unique financial goals then contact The IF Group today and find out why our expert financial advisors are so trusted and respected. Fill out the contact form below or visit us in our offices in Frankston and Brighton.