I.T.S Financial Planning

ITS Financial Planning is a small boutique financial advice practice that was established in late 2019 and continually growing together with our clients. We have offices in Melbourne CBD and Maryborough, Victoria.

Our philosophy is to connect and build trusting relationships so we can work together to help understand and guide our clients through the complex world of investments, taxation, retirement planning and superannuation. We constantly strive to continuously improve in everthing we do. In particular we pride ourselves on helping our clients achieve their goals.

We specialise in providing high-quality financial advice to individuals, families, retirees, busy professionals, and small business owners. Additionally, we collaborate closely with a wide range of specialist advisers and brokers, such as solicitors, accountants, stockbrokers and mortgage brokers to ensure that our clients' needs are met.

In 2023 Romeo joined I.T.S Financial Services as our Senior Financial Planner. We hope that this will be the beginning of a long and fruitful partnership.

The first step in your financial planning journey is to have a chat with Romeo our Certified Financial Planner. You can call or email him for a no obligation initial consultation.