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Providing insurance & financial advice for more than 40 years
(02) 8268 2900

Financial Advice

IAS works with businesses and families to build and protect their financial wellbeing. We offer Financial Advice to suit your needs.

The best way for you to connect with IAS is to undertake a complimentary 90 minute financial roadmap meeting.

 

During this meeting an IAS adviser will ask you a number of questions aimed at determining what’s important about money to you.

 

Your answers will help IAS document your financial goals, and give IAS an understanding of your current financial situation (including insurance, superannuation, mortgages etc.).

 

From there we can then establish a modular plan that depicts how we would go about assisting you in achieving your financial goals.

 

This plan is then explained to you at a follow up meeting and you can then decide to allow IAS to action the plan and help you step forward into your new life.

 

The modules that IAS may select to assist you with include the following:

  • Safety Check
  • Superannuation Review
  • SMSF Review/Option
  • Wealth Building Program
  • Debt Minimisation Strategy
  • Professional Review Service
  • Credit Lending & Conveyancing
  • Property Review
  • Estate Planning Review

 

The values based strategy that IAS uses to connect with clients has allowed us to have a different type of conversation with our existing and new clients.

 

We connect on a more personal level – it’s not just about figures or specific products – but about what’s most important to you: your family and your business and the peace of mind that comes from knowing that you are building and protecting your financial wellbeing in a successful way.

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