About IMB Financial Planning

IMB Financial Planning Limited (IMBFP) has a team of experienced and qualified financial planners who use a personalised approach in developing and monitoring your financial plan in order to help you achieve your goals. IMBFP has a large team of professional financial planners located from Sydney down to the Victorian border.

What should I expect from my IMBFP financial planner?

You will be surprised how quickly an IMBFP financial planner will make you feel relaxed and secure with their professional and knowledgeable approach. They will use their skills and expertise to help you create a strategy to achieve your financial and lifestyle goals.

Four steps to the perfect financial plan:

1. Setting goals - Our financial planners meet with you in order to understand your lifestyle goals and financial requirements.
2. Strategic approach - The next step is to tailor a plan to meet your specific needs based on extensive research.
3. Implementation - The portfolio agreed is implemented through a combination of the world's leading fund manager specialists.
4. Monitoring - Your financial plan is continually reviewed to ensure that it will meet your changing circumstances and objectives.

IMB Financial Planning is joint venture company owned by IMB Limited (IMB) and ipac Securities Limited.

ipac

ipac is a leading financial advice firm established by well-known money commentator Paul Clitheroe and others, over 20 years ago. ipac has grown steadily in these two decades and now has around 200 staff and more than $15 billion in funds under management and is now a wholly-owned subsidiary of AXA Asia Pacific Holdings Limited.

Leveraging IMB’s security and ipac’s expertise, IMB Financial Planning provides members with a highly competitive financial planning alternative.

Your first appointment with an accredited IMBFP Financial Planner is free of charge and completely obligation free. Take control of your financial journey, talk to an IMB Financial Planner today.