Spanning over 25 years we have built strong, long lasting relationships which have enabled us to develop a successful reputation with our clients in constructing and managing their investment portfolios. Our philosophy remains that a diversified portfolio is the best strategy in uncertain times and we'll only recommend what is truly best for your wealth management strategy.
The portfolios are constructed based on your risk appetite and establishing your requirements across growth, income or both with maximizing tax benefits. Our team also specializes in providing financial advice for professionals and families seeking to create investment portfolios and accumulate wealth.
The portfolios are constructed based on your risk appetite and establishing your requirements across growth, income or both with maximizing tax benefits. Our team also specializes in providing financial advice for professionals and families seeking to create investment portfolios and accumulate wealth.
Services
I THINK Financial Group was funded through the consolidation of two highly recognised and award winning advisory firms. Michael Tierney & Associates, and Southbank Financial Services have been educating and helping clients achieve Financial Freedom since 1991 and 2001.
Licensed through Hillross and with access to 400+ product providers in the market, I THINK specialises in private wealth management, wealth creation, protection, mortgage broking and debt management services to both individuals and businesses.With offices in Burwood East, Fairfield and the CBD. I THINK Financial Groupprovide comprehensive tailor made financial solutions throughout Australia.
Licensed through Hillross and with access to 400+ product providers in the market, I THINK specialises in private wealth management, wealth creation, protection, mortgage broking and debt management services to both individuals and businesses.With offices in Burwood East, Fairfield and the CBD. I THINK Financial Groupprovide comprehensive tailor made financial solutions throughout Australia.
I THINK Financial Group provides holistic planning to help you achieve your A financial plan is as unique as you and your goals, but it's all about aiming for the best and preparing for the worst. You'll have different needs at different times in your life. Our financial advisers are passionate about supporting our clients through every stage of life.
This initial meeting is obligation free. It's an opportunity for your senior financial adviser to gain an understanding of your existing financial situation, and to establish whether we have a basis for working together. Before the initial meeting, we will send you an introductory pack that contains documents for you to complete and return to us, including a Personal Financial Questionnaire and Risk Profile Questionnaire.
Oliver's Insights is a specialist commentary by AMP Capital's Head of Investment Strategy and Chief Economist, Dr Shane Oliver, on key market issues and investment trends. It's easy to think "it won't happen to me", but chances are we will all be affected at some point by illness or injury. What are Life and TPD insurance and how can they help?
To get started on your comprehensive, long-term wealth management plan, our team of advisers at I THINK Financial Group want to schedule a complimentary consultation to discuss a broad range of topics with you. This is where our process differentiates us considerably from other wealth management firms.
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Andrew Rockliff
Oct 31, 2015
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