Personal /

Attention: open in a new window. Print

About IMB Financial Planning

IMB Financial Planning’s team is made up of experienced and highly qualified financial planning professionals. The constantly evolving landscape of our members’ world requires the most up to date advice that has the capability of evolving with you.

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.

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.

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.

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.

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.

The Hive

Keep up to date with all the IMB insider tips for a healthier financial future.

Why choose IMB Bank?

Established in 1880, IMB has been helping people achieve their financial goals for 138 years. IMB offers a full range of banking solutions including home and personal lending, savings and transaction accounts, term deposits, business banking, financial planning and can arrange a wide range of insurance and travel products.

IMB has a growing branch network throughout the Illawarra, Sydney, NSW South Coast, the ACT and Melbourne. We have a lending specialist in every branch and a team of mobile lending specialists who will come to you. IMB members enjoy access to free automated phone and internet banking and a team of professionals who are just a phone call away at our locally based call centre.

Find out more