Asset Management

To effectively manage your assets, we need to understand you: your long-term goals, your tolerance for market risk, and your financial resources. With this information, we design an allocation for your portfolio – ensuring that your portfolio is tailored to address your unique challenges and goals.

  Tax Planning

At ISG, your dedicated team refers you to the top tax planners in the country. Tax implications often factor heavily into various financial decisions and our dedicated partner accountants proactively help you identify any potential savings opportunities and achieve a more thorough, overall financial strategy. This model provides a truly comprehensive planning and wealth management experience and aims to ensure that your financial plan is tax-optimized from the very start. One phone call or email is all it takes to connect who the people who manage your financial life.

• Multi-year tax planning and strategies
• Tax return preparation & ATO communications
• Income tax projections
• Negative gearing maximisation
• Capital gains tax exposure minimisation
• Tax variation forms
• Tenants in common agreements

  Financial Planning

Every client has unique financial goals and challenges. Some come to us looking for help managing their cash flow, while others are interested in helping grandchildren pay for university. For most, it’s a combination of priorities. Regardless of your short-term and long-term goals, our elite team builds customised strategic property investment plans to support your journey.

Our Consulting services cover:

• Portfolio management
• Retirement planning
• Cash flow analysis
• Gifting strategies
• Strategic philanthropy
• Education planning
• Divorce-related planning
• Risk and debt management
• Maximising equity
• Maximising deductions
• Increasing wealth

When it comes to wealth management, we believe that financial strategy and asset management are like the rails of a track – they need to be aligned. By working closely with you to craft a custom financial blueprint, our consultants help keep you on track, and adjust your plan as your circumstances change – providing truly comprehensive guidance.

  Executive Team Services

ISG’s wealth creation sessions address the unique needs of people who are involved with planning to setup their financial futures. We help to educate our private clients into every facet required to build and execute a successful long term plan.

Through on-site training sessions we share wealth management insights that can help you and your family feel more confident about your personal wealth trajectory.

Topics that are covered during these on-site sessions include:

• Financial Checkups:Cash flow analysis and 10 year gap analysis.
• SMSF Structuring: Understand and maximize the value of your SMSF.
• Tax Planning:Assess capital gains tax exposure, maximise tax depreciation.
• Retirement Strategies:Assess factors for long-term financial independence, including taxable assets, capital gains tax minimisation strategies.
• Negative gearing strategies: How to make your taxes work for you long term.

  Women and Wealth

Women and men have different needs when it comes to wealth management and financial strategy. With women holding key positions on our senior leadership team, ISG is uniquely qualified to support women along their financial journey.

In 2016, we created our Women and Wealth program so that more women would have the opportunity to feel confident about their financial future. Whether you are a senior executive, just getting started in investing or living in retirement, this program provides opportunities covering money, career planning, family finances, investing, and tax in addition to:

• A network to support your journey
• In-person events
• Educational articles throughout the year
• Divorce-related planning
• Financial literacy programs

Connect with ISG to learn about our Women and Wealth Program