The IF Group provides a comprehensive range of financial services to meet the needs of individuals and families. We are not just financial planners, we provide a full suite of financial and accounting services.
Our aim is to help you with what you need today, and to assist in your strategic planning and preparedness for what you will need in the future—where you want to go. We will work closely with you to get you there.
Investment Vision
We design a guiding financial plan, and a savings and investment strategy that matches your income, your lifestyle, and your long-term goals. Where are the markets headed? Which markets and investment vehicles are the best for you? Helping you manage the Risk/Reward balance is the key.
Accounting & Tax
Maximizing your tax effectiveness is the single most important aspect of strengthening your overall financial position. It means you can realize more savings today, to help you build your investment portfolio. We can help you stay on top of your finances, and get the biggest tax returns you deserve. Visit our offices in Frankston or Brighton to speak with one of our experienced accounting professionals to learn more.
Superannuation
Planning for retirement is one of the major challenges we all face. It’s a specialized aspect of Investment Vision, and is best treated on its own. There are many options available today, and we can help you make the best choices.
Salary Packaging
A key part of a solid and sustainable savings program, and a crucial means of managing your tax situation. We can assist you with setting up a workable platform, which will remain flexible as your income or financial needs and goals change.
Family Finance
Two of the most complex words in one phrase! We have great expertise and experience working with families.
Estate & Property
Property offers one of the most available, and to many people, understandable forms of investment there is. We can advise and assist on all aspects, including estate planning.
Loans
As a full service provider, we want to be sure we offer clients the facility of loans, tailored to your needs. Speak to one of our Financial Colleagues.
There are many different areas to focus on when sorting out your personal financial situation and our financial professionals can guide you through each and every one of these areas. Below is a video of The IF Group CEO, Deborah Rognlien, explaining the basics of trusts and the differing types of trusts that can be set up for the financial security of your loved ones. Watch this video to get a better understanding of what you can expect to learn when you meet with one of our experienced financial professionals.
