FINANCIAL PLANNING

Susan - Police Force

"I was recommended to George by my ITP Tax Agent in January 2026, as I was preparing for my upcoming retirement from the workforce. Since then, George has provided me with practical guidance and clear financial advice during what can be a very difficult and overwhelming transition into retirement. George assisted me with closing down my old superannuation account and implementing a tax-free income stream, making the process straightforward and easy to understand. He also explained and implemented a comprehensive financial planning strategy that included investments and risk protection tailored to my needs. What I appreciated most was George’s ability to explain complex financial strategies in simple terms and the time he took to ensure I felt confident and comfortable with every decision being made. His advice was professional, knowledgeable, and reassuring throughout the entire process. I would most certainly recommend George to anyone looking for financial planning advice and assistance, particularly those approaching retirement and wanting someone they can trust to guide them through the process".

Simon - Retired

"I have been a client of ITP Financial Planning for 6 months. George provided comprehensive advice for my transition from full-time employment to retirement, including how to manage my investments and maximise my super payments as a regular income.

George was extremely insightful and was able to explain his robust knowledge in such a way that I understood and was not intimidated. He happily answered my questions, ensured I understood the outcomes of my decisions, and was very supportive with excellent follow up. I also found him very responsive to all my queries.

George was able to draw out a positive strategy to maximise my superannuation whilst improving my taxation responsibilities, working with my ITP tax consultant. The outcome is I feel extremely confident about my future financial circumstances and will be able to enjoy a fulsome retirement.

I would absolutely recommend George and ITP Financial Planning. My experience has been outstanding, and the relationship I have with George is ongoing and positive. I am excited about the coming financial year and the implementation of further strategies developed by George".

Laureen - Nurse

"We began George’s services in early 2025. Over that time, the level of service we’ve received has always been exceptional. What really stands out is the way George looks after us. He is polite, extremely informative, and always helpful. His knowledge and professionalism set him apart. A example of this was the guidance he provided as we navigated our retirement.

George was attentive to every detail, very knowledgeable, and genuinely caring throughout the entire process. His support made a significant difference and gave us confidence in every decision we made. We have already started recommending I George to our family members".

Margo - Retail

"I first contacted ITP Financial Planning in November 2024, during a time of desperation. I had been unwell, needed time off work, and was overwhelmed. I was having anxiety attacks while trying to recover – I was a mess. George and his team came in and took it all away.

After just a few emails, he made the magic happen and my life was sorted. I genuinely don’t know where I’d be without his guidance and knowledge. George has been amazing. He helped me understand and navigate the TTR strategy, advised on changes to my superannuation fund, and clearly outlined the benefits. He made the journey so simple. I can’t thank George and his team enough. They were incredibly professional, knowledgeable, and took the time to explain every step. I absolutely recommend them – in a heartbeat. If you're looking for financial or superannuation advice, you won’t be disappointed".

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."

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."