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Financial Planning

About IMB Financial Planning

IMB Financial Planning is 100% owned by IMB and is operational locally in the Illawarra, across the South Coast, ACT and greater Sydney region.
 

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Growing wealth

Some investments are more tax effective than others. Growth investments such as shares and property often receive more favourable tax treatment. There are a number of tax-effective investment options you can consider... 
 

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Planning for retirement

Retirement is a time of life for you to relax and do the things you have always wanted to do. Therefore, careful planning is essential to ensure you are financially comfortable.

 

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Protecting myself and my assets

Get the peace of mind that comes with knowing you and your family will be looked after in the event of an accident, serious illness, or even death. Building your wealth is important and so is protecting it.

 

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Redundancy

Redundancy can affect anyone and can be a very stressful time for you and your family. It is important to understand how you can manage a redundancy payment so you can make the most of it. There are a number of things to consider...

 

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Getting the most out of retirement

Retirement has traditionally been a big leap for Australians. But the ‘one minute you’re working, the next you’re lying in the sun’ scenario is becoming less common. 

 

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Financial Planning

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