Intelligent Accounts and Finance Logo

Financial Planning

The Importance of Financial Planning

We have helped many of our clients to earn a passive income by working with Financial Planners we know and trust. Choosing a good financial planner could be daunting and challenging as choosing the right type of investments on your own and it can be beneficial to have a plan to enable your money to work for you in an efficient way.

You know the famous adage If You Fail to Plan, You Plan to Fail

On top of this, the right tax advice can enable you to keep more of your investment profits. A financial plan would be an integrated plan inclusive of tax planning of what you desire and what it would take to achieve it

Over the years we have met and worked with many financial advisers and would be happy to make introductions to the right one for your specific requirements. One complimentary discovery meeting could be arranged with one of our Financial Planners normally valued at around $500.

These services via a Financial Planner could include.

self managed super funds financial advisor

We are your local Financial Planner in Killara

We ensure that achieving financial stability and security is stress-free!

Financial Planning Services Tailored To Your Goals


Budgeting doesn’t have to be painful. You can take control of spending and saving with our budgeting strategies. Your personal financial advisor can help you determine your income, track your spending, set up short and long-term financial goals, create a budget, and monitor and adjust it to ensure you stay on track.

Life Insurance

Creating a safety net can ensure peace of mind and help cover unexpected expenses. Our life insurance planner can help you financially secure your family against income loss, disability, trauma or crisis, and title defects. We believe that life insurance should be flexible and offer you the features and benefits that matter to you.

Retirement Planning

Retiring is a significant life event. You need careful planning and preparation to build a secure and comfortable future. Our financial planner for retirement will help you navigate the process and create a retirement strategy that works for you. We’ll work with you to develop a customised plan that keeps your financial resources and risk tolerance in mind.

Wealth Creation

Creating wealth is about building a prosperous future. With a personal financial planner by your side, you can generate capital and achieve your financial goals. Our team understands that you need to build a plan that preserves your funds for the long term. We can walk you through customised plans for investments, retirement, or a business. You’ll also learn how to optimise and manage your money.

Self Managed Super Funds

You don’t need to leave your retirement savings to chance. Our SMSF financial advisor will help you establish and set up a self-managed super fund that secures your retirement income. With expertise in financial planning, investment management, and being on board with SMSF regulations, our advisor will help you develop an investment strategy that puts you in control. You’ll learn how to manage your funds and receive ongoing advice and support.

We are your local Financial Planners in Killara

Achieve your financial goals sooner with our experienced team of financial planners. We are here to help you get you to where you want to be.

Your Personal Financial Planner Based In Sydney's Upper North Shore

At Intelligent Accounts and Finance Group, we understand that managing money is overwhelming.

That’s where we come in.
We’ll pair you with a certified financial advisor to develop a comprehensive plan that considers your circumstances and goals.
We have all your financial services under one roof including our residential mortgage broking service.

Financial Planning For You

A common misconception about financial planning is that it is for people with lots of money or older people setting up for retirement. But actually, financial planning is for everyone and there has never been a better time to start planning financially for the future. 

Our financial planning services assist a range of individuals including: 

financial planner upper north shore

Want to achieve financial independence? Our team offers:

We know that financially planning for the future can be overwhelming. There is so much to consider and any decision you make now, could have a big impact in the future. This is where our team will provide the best options for you so you can make informed decisions for the future.

Having the best resources will help you take control of your financial future.
At Intelligent Accounts and Finance Group, our team of financial planners are here to understand your goals and ensures you feel confident and supported throughout the process.