ABOUT IVX FINANCIAL PLANNING

Big ideas we believe in

IVX provides a structured, consistent and transparent approach with supporting processes to guide our Clients to meet their lifetime goals.

IVX is committed to these principles which we know are fundamental to a quality financial planning experience:

  1. Nearly everyone can benefit from financial advice that considers where their money, their values and their lives intersect.

  2. Investors are compensated for the risks they take and some risks pay better than others.

  3. Investment decisions must be tied to goals in order to work effectively.

  4. While the Future is unknown, the Past is a good compass when used in conjunction with a deep understanding of the current environment and trends.

  5. Client fit is everything – we need to have mutual respect and trust.

  6. Behaviour, investment markets and structure determine Client outcomes – mostly behaviour.

  7. An emphasis on process, goal setting and consistency of application will more often produce the identified Client outcomes.


IVX and its people

  1. Prioritise simplicity over complexity wherever possible.

  2. Guide Investors more than manage investments.

  3. Understand that there are short, medium and long term horizons to navigate to.

  4. Speak in plain English to our clients so they can understand what is going on with their money.

  5. Help clients focus on those things they can control and ignore everything else.


Is IVX an acronym or have a specific meaning?

IVX is named to reflect in Roman numerals the 1 (I), 5 (V) and 10 (X) year planning timeframes associated with the personal, family and business planning of our Clients. These timeframes underpin the efficient feedback loop on progress, supporting plan reviews and changes in circumstances.

 

How much does good advice cost?

An IVX financial plan is personalised for you based on your circumstances and objectives. The first consultation is cost and obligation free and is a fact finding mission where your IVX Financial Planner will outline the process and costs for you of the planning and ongoing support services available.
There are a number of ways you can pay for your plan and support services including direct debit from your bank, investment or super account depending on the advice and services you want. Speak to your planner about what combination of payment options is right for you.

 

ON A PERSONAL NOTE

My Story

I’ve been a professional Financial Planner since 2010. I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. When you work with me, you should expect a collaboration with transparency and consistency.

Want to learn more? Contact us today for an initial consultation.

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NOT GETTING WHAT YOU NEED?

How to make a complaint

We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office. You can direct your complaint to your financial adviser or to one of our directors.
We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.
If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers