We are pleased to introduce you to the i2 Wealth Financial Planning Team, our Financial Planning Professionals, who can provide advice on a range of areas to meet clients’ financial needs and desired outcomes. They work with clients individually, assessing their financial needs in order to advise clients how to achieve their goals. Once you have agreed on a plan, they provide ongoing support and financial advice to ensure your financial outcomes remain on track to be met.
i2 Wealth Financial Planning is proudly supported by i2 Advisory and together we plan to achieve success for clients by meeting their needs.
“Craig and Don will work with us and our clients of i2 Advisory, they are well qualified and have many years’ experience working with clients. As an experienced Chartered Accountant, I have engaged with a lot of financial planners in Adelaide. I believe that we are fortunate in our selection of Craig and Don, because they are like us and have the clients’ needs as their primary focus. Their attention is on the client, to meet their needs and, with empathy, educate clients about their advice.”
Kevin Johnson – Managing Partner – i2 Advisory.
The i2 Wealth Financial Planning Team can provide advice in the following areas:
- Wealth Creation
- Wealth Protection
- Retirement Income Streams
- Superannuation – including Self-Managed Super Funds
- Investment Portfolios
- Personal Insurances
- Succession and Estate Planning
- Aged Care
- Centrelink / DVA Strategies
i2 Wealth Financial Planning is a proudly South Australian business, conveniently situated within the i2 Advisory offices in metropolitan Norwood. Communications can be arranged in-person, online meeting, or via phone.
i2 Wealth Financial Planning advice fees are tailored to each clients’ specific needs, we are open and transparent and there are no hidden fees.
i2 Wealth Financial Planning thank you for your interest in our business and invite you to contact one of our helpful staff on (08) 8132 6400 for a free, no obligation chat to discuss how we may be able to assist with your wealth accumulation or asset protection requirements.
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