At iFinance Australia, we offer a holistic service tailored to your vision for financial success. And it begins with a personal touch. We understand your personal financial situation is close to your heart. Whether you dream of investing in property, growing an existing portfolio, setting up a financial life plan, or boosting your business, we know success
requires specific answers and purpose-b
uilt solutions. With iFinance Australia you have a network of experts and specialists ready to work with you from the
ground-up, ensuring you understand the process every step of the way. iFinance Australia is about finance broking with a difference. We have built our business on the foundations of high-level accountancy, bolstered by decades of experience discovering the finest details of sound investment strategy. The result: a service brimming with skills, insights and expertise other finance brokers simply cannot match. In assisting you, we will help you get your finances back on track, save money, protect your assets, budget to reach your goals, and structure loans and life insurance based on your needs. Other finance brokers focus solely on the bottom line. We avoid the one-size-fits-all mentality. Finance brokers will look at your finances in terms of mere dollars and cents. The bottom line is important, but it’s only one piece of a greater puzzle. To judge the health of your financial situation on bottom line alone is a grave oversimplification and has the potential to bring even the healthiest of portfolios unstuck. Say you’re looking to apply for a loan through your business. Other finance brokers will factor in your profit and loss statement and treat it as a total indicator of the health of your business. We have the skills to analyse the finances of your business exhaustively, so we can pinpoint concerns and opportunities and give your business its best chance of succeeding with a loan application. Banks and lenders don’t work to a one-size-fits-all framework and neither will we. We will get you totally prepared. This approach, of course, extends to purchasing a principle place of residence or an investment property. We will guide you through pre-approval and follow
through with any associated organisations to ensure you’re kept up to date – all while saving you time. Don’t be fooled: not all finance brokers are created equal. Having a complete understanding of the how the industry works – down to strategic particulars - means we know avenues toward success other providers simply aren’t aware of; a difference our clients attest to from the very first meeting. At iFinance Australia, we’re all about simplifying the process. If you don’t have a mortgage, we’ll happily help you start down the path of home ownership with our Simple Money Management System (SMMS). The SMMS is an excellent tool designed to help you keep track of your money, spending and savings. Make no mistake: financial freedom begins with simplicity. We’ve galvanised our offerings with a network of planners and strategists to get you armed with sound knowledge and a rock-steady plan. We have studied and worked in all arms of the financial services industry – no matter what your financial requirements are, we will meet them with tailored
expertise. And, of course, there’s the most crucial component: face-to-face contact. We treat your finances as seriously as you do. We will sit you down, get to know you, and together we will reach a holistic understanding of your goals and dreams for investment. We are as dedicated to your cause as you are, and we will help you achieve your dreams on your own terms and on your own. Here’s our guarantee: we are committed to surprising you with the solutions we’re able to provide. Contact us today.
