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A complete wealth management solution for your accounting practice.
We offer the opportunity for your accounting practice to offer a complete wealth management solution through a strategic alliance with IMFG.
More than ever, your clients are demanding to get all their financial services in one place. While most accounting firms have broad, stable clients for their accounting and tax practices, many have little success in converting those clients to wealth management. That’s where IMFG can help.
Our team of experienced financial advisors and insurance specialists are here to support your clients and your business.
Wealth creation
Income Protection
Financial Advice
Superannuation
Legacy planning
Business succession and key man insurance
What our partners say about working with us
Identity McIntyre Pty Ltd (ASIC No 461171) is a corporate authorised representative of IMFG Pty Limited, Australian Financial Services Licensee number 527657 Registered Office at: Level 8, 171 Clarence Street, Sydney NSW 2000.
General Advice Warning - Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.
E. info@imfg.com.au
P. (+61) 2 9002 0570
OFFICE: Level 8 - 171 Clarence Street
Sydney NSW 2000