FINANCIAL PLANNING

We partner with you to enhance your financial situation. We learn your story, goals and develop a strategic and comprehensive plan to help you achieve it.

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Financial advice for all your milestone moments.

Discover your financial potential; seek financial security for your family or for your business; better understand finance and insurance and gain access to a team of industry professionals highly experienced in Financial Planning, Wealth Management, Superannuation, Investment Strategy and Insurance services.

Our financial services

financial planning

Financial

Planning

investment advice

Investment

Advice

managing debt

Managing

Debt

insurance

Insurance

Protection

retirement

Retirement

Planning

estate investment

Estate

Planning

wealth

Wealth

Creation

super and SMSF

Super & SMSF

What matters to you, matters to us!

We’re determined to help our clients thrive and grow. We act in your best interest, providing professional, compliant and considered advice. Always.

ITP trusted name

ITP a trusted name

ITP have a long-standing reputation in accounting and finance, with over 50 years’ experience and 240 locations Australia-wide.

customer focused

Customer focused

Our clients’ needs are our priority. Rest assured you always have our full attention and a strong ongoing support base behind you. Plus, we’re easy to talk to – so say hello today!

best interests

Best interests duty

We take the Best Interests Duty under the Corporations Act very seriously. We only provide advice that is appropriate and in your best interest.

all-in-one

All in one place

With ITP financial services, all your financial needs are covered under one roof, from growing your super to planning your estate, and every milestone in between.

no lock in

No lock in contracts

You don’t have to worry about being locked in – with ITP, you’re in control. Choose one-off advice or ongoing, without the hassle and inflexibility of lock-in contracts.

competitive

Competitive confidence

We’ve developed strong partnerships with a broad range of financial institutions and investment banks, meaning we’re highly competitive with access to hundreds of quality products.

HEAR FROM OUR CLIENTS

Ralph and Gail, Territory Manager

"Retirement was not so clear for us, or when and how it might eventuate. On referral to ITP Financial Planning we were assisted by George to plan for retirement. George and his staff have been excellent professionally, very transparent and approachable. They’ve assisted us with our retirement plan, including superannuation and an investment portfolio, giving us a defined direction and ease of mind regarding our financial future."

HEAR FROM OUR CLIENTS

Ilona, Public Servant

"George and his team are very organised and helpful. They assisted me with financial advice and helping me to understand superannuation, which has resulted in a positive outcome! I would recommend them to friends and family because they are trustworthy and knowledgeable."

HEAR FROM OUR CLIENTS

Georgette and Zane, Retired

"This was the first time we have used George and the service provided was exceptional and well worth the engagement fee. We were very satisfied with the experience and delighted with the outcome. George was extremely patient with us; he was professional yet always had a caring manner. He provided us with peace of mind and a plan we could easily manage. In short, George and Monica were outstanding."

HEAR FROM OUR CLIENTS

Aaron, Senior Applications Developer

"I enjoy working with George Eljouni over other businesses because of his professional and efficient business culture. I get direct answers to my questions. George has helped me make the tough decisions to do with my property investments and long-term plans. I now have a positive focus going forward and am very grateful for George and his teams help. They didn’t waste my time but directly helped me and gave answers I needed."

HEAR FROM OUR CLIENTS

Robyn, Customer Services and Admissions Clerk

"I heard really good things about George from a friend. He has lived up to the recommendation, with friendly service and a great strategy to eliminate tax and build up my super for early retirement."

HEAR FROM OUR CLIENTS

Wade, Electrician

"In 5 months with George, he has assisted with life insurance, super and future investments. In that time, by restructuring our super, we’ve noticed more growth without paying any extra! I would recommend George to others as he offers good follow up on everything we discuss."

How to get your finances to a better place

One

Say hello!

Let’s get to know each other - usually, this is done via an initial phone call.

Two

Complete financial planning questionnaires

to allow us to understand your position, requirements, and objectives.

Three

It’s time to meet.

Now we’ve been introduced, we can talk about the finer details for your financial plan.

Four

No two plans are the same.

We’ll get to work on tailoring a financial plan just for you, using our understanding of your objectives and goals, along with the market situation and our research partners.

Five

We present our Statement of Advice to you

and go through in detail our financial planning strategy for you.

Six

Get you there!

We implement your strategy once we receive your approval to proceed. We submit your applications and liaise with the product providers on your behalf.

Seven

Review and revise.

We’ll make contact annually to invite you for a review of your financial plan, ensuring it remains in line with your goals and objectives.

Speak with an Advisor

No pressure, no obligation; introductory call back at a time convenient for you.

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USAVE Financial Planning t/as ITP Financial Planning are authorised representatives (001239169) of Consultum Financial Advisers Pty Ltd, “a member of the IOOF Holdings Limited Group of companies”, ABN 65 006 373 995, Australian Financial Services Licence Number 230323 (“Consultum”) of Level 6, 161 Collins Street, Melbourne VIC 3000.Please note the products and services offered by ITP Home Loans, ITP Car Loans, ITP SMSF and ITP “The Income Tax Professionals” is not authorised by Consultum Financial Advisers and Consultum Financial Advisers is not responsible for the advice/service provided by ITP Home Loans, ITP Car Loans, ITP SMSF and ITP “The Income Tax Professionals

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