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.

  • September update of latest COVID-19 initiatives.

    With the ending of a number of the original COVID-19 relief and stimulus initiatives, August and the beginning of September has seen the release of new plans to move into the post-September period. Links to these updates and changes are listed below.

  • Update of Superannuation contribution rules from July 1, 2020.

    The rules around Superannuation contribution change almost every year, so it is important that taxpayers know what these changes mean to them.

  • More than $31bn paid under early super release

    The government’s early super release scheme shows no signs of slowing down, with almost 90,000 release applications received by super funds in the first week of August and more than $700 million in payments made.

  • Your super fund, your choice

    Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have had to be suspended for the greater community good.

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.