IGM Financial Planning

IGM Financial Planning is a boutique advice practice established in 1999.

Our aim is to prove a high level of personal service to a small client base on a "fee for service" basis.

From our offices in Brisbane and the Gold Coast, IGM Financial Planning assists clients locally, interstate and in New Zealand.

Services

IGM Financial Planning offer a holistic approach to managing your financial security. Our financial planners are tertiary qualified and specialise in the establishment and portfolio management of Self Managed Superannuation Funds including the use of independent investment research.

IGM can also offer financial advice in a variety of other areas, including:

Wealth Creation

Household Budgeting

Insurances -
Life Insurance,
Trauma Insurance and
Income Protection.

Estate Planning

Free Consultation

Get your financial future on track with a free one-hour consultation with IGM Financial Planning.

Contact Us »

Our Mission Statement

"IGM Financial Planning provides financial security and peace of mind through Prudent wealth management and advice".

IGM Financial Planning provides financial security and peace of mind through Prudent wealth management and advice.

IGM Financial Planning Pty Ltd © 2011-2024