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Financial Planning

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Making the most of your future

At IMB, we understand that it’s not easy to make important financial decisions alone and that everyone’s circumstances are different. The IMB Financial Planning team can tailor financial advice to your specific needs and financial situation.

IMB Financial Planners are skilled in providing advice in the following areas:
  • Setting Financial Goals
  • Guidance on Budgeting
  • Superannuation and Retirement Planning
  • Savings and Wealth Creation Strategies
  • Centrelink Planning
  • Personal Insurance Risk Analysis
  • Will and Estate Planning Considerations
  • Investment Strategies within Self Managed Superannuation Funds
Whether you are an experienced investor or just starting out, IMB’s Financial Planners can develop a personal plan to help you identify opportunities and set you on the path to realising your financial goals.

IMB Financial Planners are representatives of IMB Financial Planning ABN 23 094 730 195. AFSL 234 660, a wholly owned subsidiary of IMB Ltd.

 

 

Starting out

IMB Financial Planning can help you understand the benefits of budgeting, ensuring that you make the most of your financial position.

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Managing my finances

IMB Financial Planning can guide you through a series of tips for managing good debt, tackling bad debt, and developing smart money tactics.

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Women and money

An IMB Financial Planner can help you to develop a plan for the future. 

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Preparing to retire

IMB Financial Planners can help you put a plan in place to achieve your retirement lifestyle objectives.

 

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Retired

An IMB Financial Planner can help you establish a cashflow management plan tailored to your individual retirement requirements. 

 

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