The IF Group take great pride in delivering the best possible solution for each client and their specific financial situation. Over the past 15 years we have helped countless number of people dream and achieve their financial goals. Here are some of the things that those clients have had to say about their experience with The IF Group.
Nicola and The Intelligent Financial Group® made my father’s transition into aged care so simple and hassle free at a time when the family’s emotions were high. I can’t thank them enough for easing my mind and saving me all the time and stress it would have taken to research, understand and then lead the entire process alone. The IF GroupTM did it all so seamlessly, from negotiating the costs with our chosen Aged Care Facility (which saved Dad thousands), reviewing the contract with the Aged Care Facility before we signed it, communicating with all relevant agencies such as Centrelink, completing all necessary forms and communicating with my father and I so patiently and thoroughly, making helpful recommendations on how to simplify his finances. It’s also great to know that they will continue to ensure that Dad is getting all the entitlements that he is eligible for and isn’t paying more than he should for any services. I highly recommend Nicola and The IF Group’s Aged Care Services. – Lincoln Jones
We cannot recommend the services provided by The Intelligent Financial Group PL more highly. It was a one stop shop experience and Nicola and Deborah went above and beyond to attain an awesome result for our family. To be able to get the right financial advice and also organise excellent aged care placement within one organisation was such an enormous relief for us at a time of significant distress. The service was outstanding when we needed quick assistance and the girls responded in a prompt and caring manner. They went well beyond our hopes and expectations and we don’t know what we would have done without them. – Anna, Fiona, Liz, Judy and Dino
Deborah Rognlien has been the financial advisor for my family for nearly 20 years. Deborah and Nicola Henley have seen us through the many ups and downs. They have always been there to help, and nothing is too much trouble, no matter how trivial. Now as my husband and I start our own family I feel reassured knowing that the team at The IF Group have our best interests at heart. – Sarah, Frankston
After receiving only general and guarded advice from four different inner-city financial planners we were relieved by the response from The IF Group. They had the capacity to listen, understand and respond with appropriate specialist advice to our family situation. They provided us with a very creative and equitable plan to secure the best financial future for my elderly father with dementia in residential care, my mother at home with increasing frailty, my brother with a disability, and my husband and I planning retirement. As a result my father’s investments are well managed, and my mother’s home and future is secure as is my brother’s who now has a special disability trust. We have been and continue to be delighted with Nicola’s ability to listen and understand and respond in a person focused way. – Denise, Mornington
The best thing we ever did was to attend a seminar twenty five years ago and make the decision to choose Deborah Rognlien as our adviser. Since then Deborah Rognlien and The IF Group have been our financial adviser. They have always been available for us in that time. Their support has helped us reduce the stress in dealing with financial matters and given us restful sleep at night. The 25 years of advice has given us a comfortable and happy retirement. – John & Camille, Brighton
Deborah Rognlien and FinancialCare Group Pty Ltd [The IF Group] have been my advisor since 2004. I have been more than happy with the service provided, convenience and accessibility of the firm and staff. I would be more than willing to recommend the services of The IF Group. – Howard, St. Kilda