ICG Financial Planning PTY LTD
Description
At ICG Financial Planning, our investment discipline is built around a progress-based financial planning methodology, or as we call it; benchmarking.
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5 Star Google Reviews
David is excellent at his job, gives advice tailored to the investment risk/profit profile you set for yourself and has been an essential consultant to our group. Whilst all investment involves some degree of risk, with Davids guidance, the net position of our portfolio has consistently averaged higher than our projections. If I had to highlight a particular specialty it would be his knowledge of Superannuation Taxation law, legislation, and trends in which his knowledge is second to none.
Fussy Fellow
06:19 28 Jul 18
The most professional, trustworthy and caring financial team I have had the privilege of working with over many years. The results speak for themselves. Highly recommended
Rosa Bljaic
23:12 13 Jul 18
A unique combination of highly professional and very personal service. David Pero and team have helped us enter retirement with ease and confidence. We are deeply appreciative.
jane hall
05:01 14 Jul 18
I was recommended to ICG to assist with complex financial management needs for my mother, a senior. From the first phone call to consultation, we experienced highly personalised understanding and superior advice that has made a significant difference for my mother's sense of financial security and empowerment. Highly recommend.
Caroline Thurling
04:25 19 Feb 20
