Individual Programs Tailored to your Needs

IFA has earned an enviable reputation within the financial services industry as a result of our simple philosophy of providing quality advice, which is:

  • Individual
  • Fully researched
  • Innovative

While a traditional approach is fundamental to our advice, it is also critical to be innovative. Accordingly, we continuously seek and research new ideas and opportunities.
A key philosophy at IFA is to approach each client with an open mind. At your initial meeting, we listen to ensure that we understand:

  • Your current position
  • Your understanding of investments and financial issues
  • Your future plans, goals; and, importantly...
  • Exactly what you want your financial strategy to achieve.

We will also explain in a simple and easy to understand language, the important concepts, including the 'secrets of wealth creation', which will prove extremely valuable to your understanding of the investment process. Based on this information, a personalized written report will be prepared and presented to you. This report will detail the options available to help you achieve your identified goals.

Our recommendations will focus on key areas including:

  • Creating wealth in a tax effective manner
  • Ensuring recommendations match your risk profile
  • Asset protection

Where applicable, strategies will also be provided to address specific opportunities including:

  • Gearing/borrowing to accelerate wealth creation often referred to as 'margin lending'.
  • Retirement Planning
  • Maximizing Social Security entitlements
  • Estate Planning
  • Minimizing Capital Gains Tax

Further, we see this stage as only the beginning. Even more important is the monitoring and managing of the plan on an ongoing basis. Accordingly, you will be offered a Portfolio Management Service, which includes:

  • Regular review and update reports
  • Ongoing recommendations for adjustments to your portfolio
  • Newsletters and Investment Commentary
  • Invitations to private Client information Sessions

 You don't have to be wealthy to invest
BUT
You must invest to become wealthy