Professional proactive financial advice
We provide successful business owners, professional families and retirees peace of mind and the freedom to make choices to live your best life.
Live the life you always dreamed of
ITL Financial Planning are a boutique financial planning team and listed securities specialists. Our passion is to help you to generate the income you need to live the life you always dreamed of.
We genuinely care about your financial welfare. And we’re on the end of the phone whenever you need us.
Self funded retirees
Has managing your retirement income become a full-time job?
Although self managed super funds can be an excellent structure to provide for your retirement, they can also be quite complex. At ITL Financial Planning we help you enjoy the freedom of your own SMSF while removing stress of managing it. Or perhaps there’s a better way to manage your super? We have significant investment experience and deliver consistent investment returns, transparency over where your funds are invested and peace of mind around fund compliance.
Successful business owners
Too busy looking after your business to look after your future?
Owning your own business can be all-consuming, so thinking about your overall financial situation, let alone planning for you and your business’s future can very difficult. At ITL Financial Planning we understand the complexities of modern business. We can help free up your time by providing elegant solutions to problems like business insurance, debt issues and retirement planning.
Professional families
Financial advice for professional families
When you’re working in a high-pressure job it can be really hard to find the time and energy to spend quality time with your family… let alone plan for your short-term and long-term financial goals. At ITL Financial planning we understand your time is valuable, which is why we share the strain and offer complete financial solutions to help you live your best life.
Our difference
Tailored solutions
We take time to listen, give you real choices and tailored solutions and implement them for you.
Direct investments
We proactively monitor and manage your portfolio. We have internal experience and bring in external expertise.
Personal service
We focus on delivering consistent, high-touch, personal service to you and your family.
Holistic approach
We work closely with trusted partners to meet all your financial needs in one place.
Value, outcomes, service and experiences matter
Our vision is to be best practice in everything that we do for our clients; in terms of the value, outcomes, service and experiences we deliver.
Peter Mayrick
...I greatly appreciate that I can trust Shereen and her colleagues to do the best they can for my position with integrity... I have peace of mind and confidence that my finances are being taken care of well. Importantly, Shereen's nature and personality make meeting to discuss personal finances an enjoyable experience. I wholeheartedly recommend Shereen to other potential clients.
David Screen
I highly recommend Nick and his team to anyone wanting to secure their financial futures. Of course the future is uncertain, but these guys put a lot of effort into making sure their advice to you is considered, balanced and one that offers logical stepped approaches to achieving your financial outcomes. Since moving my super over to them, my yearly returns have been better than they were previously, even in the current market. I am on track for my planned retirement.
Scott Archibald
I recommend Nick to you ... his professionalism is best defined by words like integrity, honesty, and diligence. Nick proactively challenges our thinking, presents investment ideas, and importantly remains focussed on our long term goals during periods of market turmoil. He is always available to discuss market trends and opportunities ...
Craig Lockart
My financial future is safely in Nick and his team's hands. Apart from the attention to detail (which is better looked after in Nick's hands than mine) the advice and stock picks and balancing have served me very well. I had a large broker firm before Nick and they often sold me into products they had vested interests in and most under performed. Nick gives sound independent and regular advice.
David Biddle
Shereen at ITL Financial Planning takes Customer Service to a new level... Shereen is always an absolute pleasure to work with and I know she genuinely cares about my financial welfare. I can confidently recommend her and ITL Financial Planning’s services – a more “trusted advisor” would be hard to find.
Peter Sharp
I have one regret when it comes to Nick Lloyd: I wish I had met him earlier in my life. I met Nick when I was in serious financial trouble and he provided me with an incredible amount of support and sound advice, and he has worked tirelessly to ensure that my financial future is a viable one... I trust Nick implicitly and recommend him highly and without reservation.
BT Panorama Tutorials
We’ve worked with BT Panorama to provide you with the following “how to” videos, which are designed to help you manage your accounts and billers, make payments and deposits as well as get the most out of the rich market and portfolio reporting it offers.
DocuSign Tutorials
DocuSign is a third party platform that ITL Financial Planning uses to streamline the implementation of our advice services. Here you will find some “how to” videos related to viewing and signing documents using DocuSign.
Calendly Tutorials
Calendly is our online booking interface. It allows you to schedule a time that works best for you to meet with one of our advisers. This tutorial provides a detailed and complete explanation of Calendly and how to use it.