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.

  • State and Federal COVID-19 support

    The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.

  • Lockdowns and mental health

    Victoria endures its sixth lockdown as the state's cases grow; NSW records 1,281 new local COVID-19 cases and three deaths. Lockdowns to be eased once 70% of the population is double vaccinated against COVID-19 yet today some 60% of Australians are in lockdown.

  • The rise of the female investor

    While society continues to grapple with the factors driving gender and pay inequity, women are proactively turning to investing more than ever before. And in doing so, they are demonstrating a very competent and sensible approach to building up their wealth outside of superannuation.

  • ATO flags availability of COVID-19 early release super recontribution

    Individuals can now recontribute amounts they withdrew under the COVID-19 early release of super program.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995, an Australian Financial Services Licensee with its registered office at Level 6, 161 Collins Street, Melbourne VIC 3000