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Financial Planners & Advisers Wagga Wagga

Innovative Financial Services are your trusted financial planners and advisers for Wagga Wagga and surrounding areas.

We provide our clients with quality advice that is in their best interest, in a timely manner, helping them achieve their financial and lifestyle goals.

From pre-retirees to retirees, business owners, farmers, young families and high net wealth, we are here to help you achieve your financial dreams.

Financial Services We Provide

Superannuation

Many of us have been dreaming about this exciting time and by taking an educated approach to your retirement

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SMSF

Today more and more Australians are choosing to manage their own superannuation through self-managed super funds.

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Saving and Budgeting

Effectively managing your finances helps to ensure you are making the most out of your money, while avoiding unnecessary

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Personal Insurance

When thinking about insurance, the old adage, ‘better safe than sorry’ rings true. No one likes to consider the unfortunate

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Salary Sacrifice

Salary Sacrifice is an arrangement where an employee agrees to forego a portion of their pre-tax salary as an additional

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The Basics Of Investing

It’s well understood that effective financial Planning is crucial In order to achieve our desired goals.

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Retirement Planning

Retirement means different things to different people. For some, traveling across Australia...

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Estate Planning

Estate planning provides you with an opportunity to make important decisions regarding the assets you have worked

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WHO WE ARE

We are a team of experienced financial planning professionals who are established in NSW with the primary goal of providing quality service in finance advice for the benefit of individuals and businesses.

Our Mission is to create a difference in our clients lives.

We are passionate about providing the highest level of financial planning and investment advice, adding value to our clients.

AREAS OF EXPERTISE

  • Cash Flow & Debt Management;
  • Superannuation (including SMSF);
  • Wealth Creation Strategies;
  • Direct Share Investment;
  • Personal & General Insurances (also known as Risk Insurance);
  • Retirement & Estate Planning;
  • Centrelink & Aged Care Strategies.

No Obligation Consultation

Do you have concerns or questions about your finances? New clients are offered a one hour, face to face consultation in our private office. Get answers on how to improve your financial situation from our experienced finacial advisers.

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Client Testimonials

We would like to express our thanks for the work you have done over the past four years and continue to do for us. The expertise and attention to detail with which you have handled our financial planning affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.

Graham & Robyn Dalton

Clients since 2016

My husband and I came to Michael to discuss our personal superannuation funds and to also discuss the options that were available for our future financial planning. We were very impressed with the personalised professional service and advice given to us, and how Michael tailored this specifically to suit our situation and future needs. We felt very comfortable to put our finances in his care and for him to guide us in the right direction. We found Michael to be the most professional of those we interviewed. I have no hesitation in recommending his services with complete trust and I look forward to a continued relationship with him.

Lorna

Client since 2014