Wealth Accumulation

A common misconception is that 'I don't have enough to invest'. However it is never too early to start planning for the future.

By reviewing your budget we can often identify areas to improve your situation without affecting your lifestyle. A plan can then be set in place to save for the future, set your investments in place tax-effectively and make the most of what you have.

The best strategy will vary from person-to-person. Borrowing to invest only suits certain people. Others can achieve their goals by investing conservatively. We specialise in working with you to keep your investments on track.

  • Tools for budgeting, cash flow, Super and more ….

    Better financial management and improved financial literacy will help attainment your long-term goal. The resources in our Financial Tools will help. Available 24/7.

  • Statistics show SMSFs not just for the rich

    The latest data reflecting the current position of the SMSF market has indicated these types of retirement saving structure are not purely the domain of extremely wealthy individuals as is often thought, the SMSF Association has said.

  • SMSFs lose thousands in property, investment scams

    SMSFs have been targeted by various property and investment scams this year, with hundreds of thousands of dollars already lost, warns the Australian Competition and Consumer Commission (ACCC).

  • The good, bad, and potentially ugly for SMSFs

    “Two hundred thousand dollars is a lot of money. We're gonna have to earn it” Clint Eastwood said as Blondie in The Good, the Bad and the Ugly, on the work a gang of three were going to have to do to find a hidden fortune.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.