Professional families

Not enough hours in the day?

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 flexible solutions, evolve as your family grows, free up your time, maximise your earning capacity, build up your ‘rainy day account’ and remove stress and worry about money.

Do you earn a great income but have little to show for it?

Do you always seem to spend what you earn and struggle to build assets?
Are you motivated to take control of your financial situation so you can live your best life?
Are you wondering if it’s best to pay off the mortgage or look at other investments?

Regardless of what you want to achieve, it’s always easier to be successful when you have a clear plan of action in place.

At ITL Financial Planning we take the time to listen to what you really want to achieve. And then we put proactive strategies into place to help you:

Focus on your short-term and long-term goals
Identify exactly where you’re spending your money
Protect your assets with appropriate insurance strategies
Pass on your wealth down your bloodline through effective estate planning

We genuinely want you to make the most of your income and give you more free time to do the things you love.

Looking for a trusted and transparent investment adviser?

At ITL Financial Planning we have significant investment experience. We are listed securities specialists with significant investment experience and we provide timely, proactive portfolio advice.

We take the time and stress out of managing your own portfolio, affording you:

Cost-effective solutions that suit accumulating clients with ongoing reinvestment and asset re-balancing
Smart portfolios that smoothly transition into more sophisticated investments as it grows
Transparency in what you are invested in
Ongoing monitoring and reporting of your investments

Luke and Belinda’s story

Watch our video below to learn about Luke and Belinda’s journey with us.

Make your money work for you

At ITL Financial Planning we understand your needs because our clients include many professional families just like yourself. Professional families who:

are highly-educated and successful
work long hours and are juggling work and family commitments
want to spend their precious time with family and friends, rather than managing their money.

You’ve worked hard for your money… now let us make it work hard for you.

We offer a range of service for professional families, including investment advice, estate planning, personal risk insurance, superannuation advice and SMSF management and debt solutions.

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