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Financial Services

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Your Future, Your Choice

At Integrative Financial Services, we take a holistic approach to Financial Planning. Our focus is on providing a personalised approach with an honest and professional service to support you with your financial goals. Our consultants pride themselves on being a financial advisory firm with a commitment to improving the quality of life of our clients by fulfilling their financial objectives.

We will assist you to take charge of your financial security by providing you with a wide range of options and advice. Our financial planning services work for both you and your business. We can help you strengthen your financial position, fund growth in your business, and protect you through proper planning and insurance.

We provide advice to individuals, business owners, companies and superannuation trustees on:

  • Financial Planning – we are licenced to advice on a range of financial products including savings and term deposits, managed funds, listed shares and Exchange-Traded Funds and superannuation.
  • Investment Reviews – when reviewing your investments, we will consider your needs and goals, risk profile, asset allocation, diversification, expected duration of investment, suitability of gearing, as well as your current financial position and tax situation.
  • Superannuation Advice - Superannuation law is a complex area and personalised planning is required for each individual. We can provide you with superannuation advice that will effectively enable you to reach your financial retirement goals.
  • Personal Insurance – we will determine if you have adequate insurance including life, temporary and permanent disability, trauma, income protection and business overheads insurance.

Call us on (08) 9316 8834 or email admin@ibscpa.com.au today to book your appointment.

Integrative Financial Services Pty Ltd trading as Integrative Financial Services in an Authorised Representative of Count Financial Limited. Terrence Cheong and Kelvin Ang are both an Authorised Representative of Count Financial Limited.

Disclaimer :

Integrative Financial Services Pty Ltd ABN 50 148 081 323 trading as Integrative Financial Services provides its financial planning services as an Authorised Representative of Count. ‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence Holder Number 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy.