Financial Planning & Accounting Services Melbourne

 

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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.”

 

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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.

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.

 

 

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.

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