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Identity McIntyre Financial Group (IMFG)

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Identity McIntyre Financial Group (IMFG)

Overview:

Why IMFG

Life is complex. You are faced with an increasing amount of choices with less and less time to achieve what you want in life. How much is enough? How do you get there? Who do you trust to help get you there? Once you are there, what next?

We work with clients who want to make smarter financial decisions. We particularly value hearing about your most highly prized dreams. In fact, realising your dreams is what drives us. Together, we will build you a financial house on the solid foundation stones of bedrock. We will then take on the stress of managing your finances, to the extent that you wish, and leave you with the time and confidence to live your dreams.

At IMFG:

   Our Principal Advisers are the business owners; so for us to be successful our clients need to be winners as well.
   Our service is delivered to you by a team of specialists – we contend that you will achieve a better outcome with the help of a specialist adviser supported by a hand-picked professional network, rather than relying on a generalist financial planner or institution.
   We only employ specialists of the highest standard. Our Wealth Specialists are Certified Financial PlannersTM and tertiary qualified.
   Our Life Risk Specialists pride themselves on securing the most appropriate coverage for your circumstances, and lodging and managing your policy at claim time.
   Our Lending Specialists focuses on strategies to help you borrow what you should (and not necessarily what the lender will lend); to fast track your pathway to being debt free (not typically what a lender wants); and to upgrade your home in a tax effective manner.
   Our Investment house view is based on world class academic and evidence based research, and not the latest fad. Our investment philosophy is anchored in the life’s work of not one but four Nobel Prize winners in Economic Science.
   We give you the convenience of one vault of information so you do not need to repeat yourself when dealing with the various aspects of your finances. Furthermore, we co-ordinate the services of necessary professionals, including tax accountants, estate planning solicitors, family lawyers, property lawyers, specialist stockbrokers and career outplacement specialists as needed.

We have these criteria in place for you to feel completely reassured and confident in our service. In fact, if after 12 months you feel that you are not on the right path your advice is at our cost.

History:

Everyone has a story. And we would love to hear yours. Here's ours…

Our story begins in the late 1990s and culminates with IMFG being founded in 2011 by four young men, all specialist financial advisers who have spent the past 15 years under the mentorship of business leaders and advisors from the previous generation.

IMFG grew from Angus, Dan, Matt and Scott's shared passion to help individuals improve their quality of life and peace of mind by making smarter financial decisions. Underpinning IMFG is the belief that you can only fulfil your financial potential by planning it. Life does not always go to plan, but your future potential and success is more likely to be achieved by design and not by default.

The founders appreciated that financial choices can be complex and confusing. How can you make your money grow and last with all of the uncertainty in today's world? Given we are living longer, demanding more out of life, faced with a housing affordability crisis and have unprecedented access to multiple sources of information, these are important questions to ask. IMFG was established to help provide the answers.

The founders also believe that it makes no sense to build wealth and not to protect it - particularly when others may depend on you. This issue has become increasingly important with the growth in personal philanthropy and legacy planning for society at large.

That's the IMFG story: to provide experienced counsel, perspective and advice. We derive great satisfaction from helping clients take control of their financial future and seeing how it positively impacts upon their lives and the lives of their family.

We would love to hear your story.

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