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.
Book an appointment with an
ITP financial planner
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
Investment
Advice
Managing
Debt
Insurance
Protection
Retirement
Planning
Estate
Planning
Wealth
Creation
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 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
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 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 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 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 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.
How to get your finances to a better place
Say hello!
Let’s get to know each other - usually, this is done via an initial phone call.
Complete financial planning questionnaires
to allow us to understand your position, requirements, and objectives.
It’s time to meet.
Now we’ve been introduced, we can talk about the finer details for your financial plan.
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.
We present our Statement of Advice to you
and go through in detail our financial planning strategy for you.
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.
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.
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. View our Financial Services Guide.