We take the Uncertainty
out of your Life.

Are you worried about your finances & your financial wellbeing in the future?

Let's see if any of these statements resonate with you and let us show you how we can help

01. I want to sustain and protect my wealth, but I don't have the time, knowledge and or expertise. 

03. I would like my children to be confident and better financially educated and prepared for life compared to me

05. I want to be able to pass my wealth to my heirs peacefully and wthout losing too much in taxes. 

02. I want to sustain my current lifestyle  at retirement even if I scale back my work/business activities

04. I wish my wealth to be protected from disruptions and company-specific COVID Risk while seeking new growth and investment opportunities

06. I don't seem to be able to achieve a good lifestyle balance between working, time spent at home, family and personal pursuits. 

Don't worry anymore!
Over the past
+20 years, we at IFSWA, have helped many high net worth clients just like You to overcome these challenges. How? By providing S.M.A.R,T Goal Based Advice. 

WHAT IS S.M.A.R.T GOAL BASED ADVICE?

Goal-Based Advice is providing recommendations regarding strategies, decisions courses of conduct and effort as well as tracking and making periodic adjustments in order to stay on course.  The outcome is an increased chance of achieving the goal.  Our advisers are specialists in turning your goals into Smart Goals ​being - Specific, Measurable, Achievable, Relevant and Timely.

S

SPECIFIC

Well defined, Clear and Unambiguous goals.

M

MEASURABLE

With specific criteria that measure your progress toward the accomplishment of the goal.

A

ACHIEVABLE

Attainable and not impossible to achieve.

R

RELEVANT

Within reach, realistic, and relevant to your life purpose.

T

TIMELY

With a clearly defined timeline, including a starting date & a target date. The purpose is to create urgency.

A goal without a plan is just a wish- Quote by Antoine de Saint-Exupery

INDEPENDENT STRATEGIC ADVICE FIRST, THE KEY TO DELIVERING MORE VALUE!

Our team of subject matter experts in Financial advice, Taxation advice. Finance and Debt and Estate and Legal advice are very different from your existing financial planner, accountant, lawyer, mortgage broker advisers. They are strategists first, committed to working together as a team. 

 

They are all very experienced,  operate their own successful businesses and know how to research & analyse your current and past financial situation. in their area of expertise. Sometimes this means challenging the status quo,  review the work of your existing advisers and think outside the box to create a truly; comprehensive financial plan that addresses all areas of advice at once and each and every smart goals..

Ask yourself the question: Do you really believe that your financial house is best  get the best out of 1 accountant and or adviser 

Strategic Advice

Product Advice

Creating a cash flow scenario that incorporates your smart goals by considering your need for liquidity, followed by the aspects like taxation,  investment risk,, diversification, debt management,, financial independence and intergenerational wealth transfer.

Product advice refers to a financial product that can solve a component of strategic advice., like a managed fund, direct share, Exchange Traded fund, Superannuation fund or Life insurance.

At IFSWA, Strategic Advice always comes first. Why? Because it sets up the framework for long-term wealth creation & protection and transfer.

HOW WE HAVE HELPED PEOPLE

Here a 3 concrete examples of how we have helped people remove the uncertainty and the worry out of their lives.

Too Loyal for your own good

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SCENARIO 02

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SCENARIO 03

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I am a scenario please edit me

I am a scenario please edit me

Who do We Serve
& How much Does it Cost?

In order to provide an advice of excellence specifically tailored to your particular needs, we decided to serve a limited numbers of clients that meet the criteria of our PACT Client Program
Couple with Dogs

Wealth isn’t a particular sum of money. It’s the freedom to do what you’re passionate about and what you think is important.
— Jonathon Clements

What value do our clients get out of our Goal Based Advice?

At IAWA, we research our client base on an annual basis to find out if we meet their expectations and what is important to them. The outcome of this research is outlined below.
 

WHAT OUR CLIENTS SAY

In regards to my relationship with Mick Steffan:

1. The most important benefit Mick provides is that we can trust him and that he puts my needs first & foremost

2. He monitors and updates our financial plan continuously

3. He provides expert guidance to all my investment decisions

In regards to financial planning with Mick Steffan :

1. He customises my financial plan that covers more than just my investments

2. He helps to improve my financial literacy

3. He directs me balancing my spending and savings

In regards to my financial protection & insurance with Mick Steffan:

1. He makes me feel that I'm on track to meet my financial goals

2. He created a financial plan that offers me financial freedom

3. He provides assurance that my income needs at retirement are closely met

In addition to the above non-tangible value of our advice, the average financial benefit for our clients is 1.5% more than the average Australian Financial adviser. 

JOIN US

Become a PACT Client
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