Who we are
We are Intertek Financial Planning, a boutique firm that provides personalised and tailored advice to clients in Australia. We are authorised by the Australian Securities and Investment Commission (ASIC) and registered with the Tax Practitioners Board to provide tax and financial advice. Our founder and lead planner is Anthony Wolfenden, a qualified and experienced professional with a passion for helping people achieve their financial goals and dreams.
What we do
We help you make smart decisions with your money. We provide financial advice for all stages of life, from buying your first home to planning for retirement3. We work with you to understand your needs, wants and aspirations, and then we develop a comprehensive plan that gets you to your goals. We also help you understand how your money is invested, how to get the best results, and how to have confidence in your financial decisions. We help you take control of your financial future.
Why choose us
We are different from other financial planners because we care about you and your dreams. We deliver high-quality service and advice that is based on trust, integrity and professionalism. We have the expertise and experience to help you with various areas such as wealth creation, retirement planning, superannuation, self-managed superannuation funds, insurance and estate planning. We also have the vision to give you the enthusiasm and security to chase and manifest your dreams.
When to start
The best time to start your financial plan is RIGHT NOW. The sooner you get started, the longer you have to get your money working for you. Contact us today and let us help you make smart decisions with your money.