IGFP services

Our services encompass the following areas.

• Personal & Corporate Superannuation – assisting members to take maximum advantage of the superannuation environment, as part of their retirement planning.
• Investment Strategy – providing clients with the most appropriate strategies to meet their wealth accumulation and retirement planning needs.
• Investment Selection – recommending the right investments, matched to individual needs.
• Portfolio Management – administration and review of all investments within a client investment portfolio.

Designed to meet the needs of employers of all sizes and industries, and covers everything from Fund selection through to member retirement.

• Tax Planning – ensuring strategies and investments are organised in the most tax effective way possible.
• Retirement Income Streams – structuring retirement incomes in a tax effective manner.
• Insurance – ensuring an individual’s insurance portfolio provides adequate cover for their circumstances.
• Estate Planning – structuring investments to provide for a client’s family, in the event of the client’s demise.
• Redundancy Planning – assisting employers and employees deal with the financial aspect of redundancy.

No matter what your stage in life, the IGFP Advisers are well qualified to help you build and protect your wealth.