Superannuation

Superannuation is our long-term savings plan for retirement. Some small changes today can bring some big results down the track.

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Retirement Planning

Retirement is an exciting time of life. We’ve worked hard, so let's spend more time doing the things we love.

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Insurance

Most of us have some insurance cover, but are you really prepared if something was to happen to you?

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Debt Management

Learn about some simple ways to get ahead of your debt and become debt-free sooner.

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Contact us

Address:  Suite 3, 11-13 Ocean Grove Avenue, Cronulla NSW 2230

Phone:  02 9544 2260

Fax:  02 9527 9445

Email:  info@iamfp.com.au

Lifestyle choices through financial freedom.

Financial planning is about creating a clear path to help you achieve the life you want. IAM provides expert advice to create, manage, and protect wealth for our clients, and we have been helping our clients achieve financial security for over 25 years.

IAM is recognised as an FPA Professional Practice, distinguished by the Financial Planning Association of Australia as the highest calibre of advisers due to our experience and expertise in wealth management.

Our advisers provide a complimentary first appointment to discuss your options and how we might be able to improve your situation. Please feel free to get in contact with us for more information.

 
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