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.
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Financial
Planning
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Investment
Advice
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Managing
Debt
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Insurance
Protection
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Retirement
Planning

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Estate
Planning
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Wealth
Creation
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Superannuation
& SMSF
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Superannuation
& SMSF

ITP provide a full range of financial services for individuals and business

Financial Planning

When working in partnership with you to enhance your financial situation, we learn about your story and future goals, then develop a tailored strategic pathway to help you achieve it and protect it, following

seven safe harbour steps

  1. Identify the objectives, financial situation and needs of our clients;
  2. Identify the subject matter of the advice sought and the circumstances relevant to that type of advice;
  3. Make reasonable inquiries where information appears incomplete or inaccurate;
  4. Only provide advice on areas where we (the advisers) have the required expertise;
  5. Where reasonable to recommend a financial product, conduct a reasonable investigation into financial products that might achieve the needs and objectives of our client and assess the information gathered;
  6. Base all judgements in advising our client on their relevant circumstances;
  7. Take any other step that might reasonably be regarded as being in our client’s best interests.

Retirement & Estate Planning

When it comes to retirement, ITP will get you thinking outside of your day-to-day financial affairs to help you transition to a meaningful retirement. At ITP we help you understand what you can achieve and work with you to find strategies to boost your retirement savings. We also specialise in estate planning and manage succession strategies for wealth down the line. Our focus is on family wealth management and preservation, and asset protection.

Wealth Creation

ITP’s wealth creation clients don’t leave it to chance – they work closely with our wealth management team to develop a robust plan that will be invaluable in years to come. Our qualified financial Advisors help you make appropriate investment choices, focusing on personal estate assets, including property, shares and other investments.

Investment Advice

Invest in the right asset or fund your retirement; our wealth management team will understand your investment goals and create a portfolio to match. We balance your time frame and appetite for risk to create an asset mix that best suits you. Our approved product lists are governed by the Wealth Advice Board’s investment committee and our service provides a suite of support materials.

Superannuation & SMSF

ITP can help you grow your super and locate and consolidate lost super, to ensure you are maximising every cent in preparation for your retirement. We manage all aspects of SMSF, including fund structure and setup, rollovers of existing SMSFs, investment strategy, administration and compliance.

Insurance Protection

Safeguarding your financial future is about making smart decisions to ensure you have the coverage you need for both you and your family. ITP have access to 9 leading insurance providers and can help you navigate the options based on your needs. We only recommend approved insurers products based on our comparative research on product features and benefits.

Budgeting & Managing Debt

At ITP we break your financial journey through life into small, achievable pieces, helping you manage your financial affairs more efficiently and with strategies that won’t allow any nasty surprises. We help calculate and forecast an appropriate plan to fit your individual requirements, offering peace of mind that your finances are under control.

Financial Planning

When working in partnership with you to enhance your financial situation, we learn about your story and future goals, then develop a tailored strategic pathway to help you achieve it and protect it, following

seven safe harbour steps

1. Identify the objectives, financial situation and needs of our clients;
2. Identify the subject matter of the advice sought and the circumstances relevant to that type of advice;
3. Make reasonable inquiries where information appears incomplete or inaccurate;
4. Only provide advice on areas where we (the advisers) have the required expertise;
5. Where reasonable to recommend a financial product, conduct a reasonable investigation into financial products that might achieve the needs and objectives of our client and assess the information gathered;
6. Base all judgements in advising our client on their relevant circumstances;
7. Take any other step that might reasonably be regarded as being in our client’s best interests.

Retirement & Estate Planning

When it comes to retirement, ITP will get you thinking outside of your day-to-day financial affairs to help you transition to a meaningful retirement. At ITP we help you understand what you can achieve and work with you to find strategies to boost your retirement savings. We also specialise in estate planning and manage succession strategies for wealth down the line. Our focus is on family wealth management and preservation, and asset protection.

Wealth Creation

ITP’s wealth creation clients don’t leave it to chance – they work closely with our wealth management team to develop a robust plan that will be invaluable in years to come. Our qualified financial Advisors help you make appropriate investment choices, focusing on personal estate assets, including property, shares and other investments.

Investment Advice

Invest in the right asset or fund your retirement; our wealth management team will understand your investment goals and create a portfolio to match. We balance your time frame and appetite for risk to create an asset mix that best suits you. Our approved product lists are governed by the Wealth Advice Board’s investment committee and our service provides a suite of support materials.

Superannuation & SMSF

ITP can help you grow your super and locate and consolidate lost super, to ensure you are maximising every cent in preparation for your retirement. We manage all aspects of SMSF, including fund structure and setup, rollovers of existing SMSFs, investment strategy, administration and compliance.

Insurance Protection

Safeguarding your financial future is about making smart decisions to ensure you have the coverage you need for both you and your family. ITP have access to 9 leading insurance providers and can help you navigate the options based on your needs. We only recommend approved insurers products based on our comparative research on product features and benefits.

Budgeting & Managing Debt

At ITP we break your financial journey through life into small, achievable pieces, helping you manage your financial affairs more efficiently and with strategies that won’t allow any nasty surprises. We help calculate and forecast an appropriate plan to fit your individual requirements, offering peace of mind that your finances are under control.

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.
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ITP have a long-standing reputation in accounting and finance, with over 45 years’ experience and 240 locations Australia-wide.
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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!
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We take the Best Interests Duty under the Corporations Act very seriously. We only provide advice that is appropriate and in your best interest.
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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.
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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.
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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

In 7 Easy Steps…
1
Say hello! Let’s get to know each other - usually this is done via an initial phone call.
2
Complete financial planning questionnaires to allow us to understand your position, requirements and objectives.
3
Complete financial planning questionnaires to allow us to understand your position, requirements and objectives.
4
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.
5
We present our Statement of Advice to you and go through in detail our financial planning strategy for you.
6
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.
7
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.

Real Life Stories

Read on and be inspired as we reveal to you some of our client’s real-life success stories.
sole-trader-tax-tips

If you have recently become a sole trader, then you’d know that managing tax returns is one of the most important albeit frustrating tasks you need to accomplish.

6-Tax-tips-2019

The right choice of tax agent can help you maximise your tax returns. Learn how you can select the best one with these 6 tips from Income Tax Professionals.

U21-tax-tips-2019

Tax season is always stressful, but filing taxes for the first time is even more daunting. What if you forget to file a document? Or completely miss the deadline? ITP The Income Tax Professionals shares expert tips to help maximise tax return for students and under 21.

Speak with an advisor
No pressure, no obligation; introductory call back at a time convenient for you.
Financial Advice Speak With Advisor
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Covering a range of fundamental concepts, these guides present opportunities and strategies to discuss with your adviser when you are ready to reach out.
Other Financial Services
Partnership business support

SMSF

We can help you establish your own self managed super fund.  SMSF’s are a great way of taking control of your super and offer genuine benefits.

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HOME LOANS

We take care of the formalities and paperwork, so you can focus on house hunting with confidence.

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CAR LOANS

Get behind the wheel sooner than you think with our hassle-free personal finance service. Let us help you find the car and finance it too. Use our phone-based application process to get the ball rolling.

USAVE Financial Planning t/a ITP Financial Planning are authorised representative(s) of GWM Adviser services limited ABN 96 002 071 749, Australian Financial Services licensee (AFSL number 230692) Registered Office at 105-153 Miller Street North Sydney NSW 2060

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 GWM Adviser Services and GWM Adviser Services is not responsible for the advice/service provided by ITP Home Loans, ITP Car Loans, ITP SMSF and ITP “The Income Tax Professionals”