To enable you to deliver integrated financial service solutions to your clients.
Our services and methods are practical, sensible and delivered in a manner that enhances your client relationships.
Our strong ties to Australia’s foremost Tax Advisory body, the National Tax and Accountants’ Association (NTAA), ensure we remain accountable to your association, and more importantly, to you.
InterPrac Financial Planning provides advice and support, free of institutional constraints. They are readily available to assist in areas such as practice development and have provided a common sense approach to compliance issues.
Hamilton Hume, mhp Financial Planning Pty Ltd
Having worked under the InterPrac Financial Planning licence for over 2 years now, it is my experience that they have the unique ability to cater for the most discerning advisor. Their flexibility with regards to their Approved Product List, their ability to adapt to each individual adviser's situation, and their speed of response to particular situations makes the overall experience of providing timely financial advice to clients so much easier. Having worked with the inflexibility of larger institutions, and the difficulty of establishing the necessary personalised lines of communications that are so critical when providing superior client service, I recommend InterPrac as a dealer who has successfully adapted to the ongoing changing environment of financial services advice.
Brian Mullins, McCabe Weston Financial Services Pty Ltd
I have been part of InterPrac Financial Planning since its inception. Have never ever considered leaving as they have always supported me in every way that I have requested. There has never been a push to make more sales. They have just left me go along at my own speed to make sure that I give my clients the best possible service. In my opinion their structure and quality staff make it a win win situation for me and them.
Leigh Byron, Life Power Pty Ltd
I have been Authorised Representative of InterPrac Financial Planning and associated with them since 2008. I am highly satisfied with their service offering but moreover, the support available to our business, being a sole practitioner accountant and investment advisor. Situated in rural Victoria this service definitely provides us with a competitive edge. The combined service offerings to accounting and adviser businesses is recommendable but moreover the friendly and helpful staff and the management of InterPrac has contributed significantly to the successes of our business.
George Nicholson, Dainbridge Nicholson Pty Ltd
InterPrac Financial Planning have been extremely supportive of my endeavours to bring financial planning to my accounting clients, assisting me with everything from flexible training options and the development of marketing strategies, to keeping me focused on moving the financial planning side of my business forward when it can easily be pushed aside for my firms primary accounting focus. The team have always been happy to answer questions about products or discuss potential solutions for my clients when I need a sounding board and to provide assistance in reviewing my advice to ensure it meets their requirements if I head in a new direction. This high level of support has been invaluable to me as both a business owner and an adviser, and I would strongly recommend them to anyone looking for top notch support.
Tracey Hunter, Tinworth Business Solutions
InterPrac Financial Planning provides a professional and inexpensive service that allows our practice to provide financial planning advice to our clients in the most efficient way. They can be involved in the financial planning service you provide as much or as little as you want them to be.
Tony Perkins, PDS Shaw & Co.
The team at NTAA Corporate has been an absolute pleasure to deal with. They are reliable, responsive and always deliver exceptional results. As a busy growing accounting firm we often have tight deadlines for our clients and their team always goes above and beyond to help us meet our clients’ needs. We would not hesitate to recommend NTAA Corporate; their excellent high level of customer service is a breath of fresh air.
Hayley Crawford, Highview Accounting Services
The people at SMSF Engine have come up with a system that has taken all the pain out of SMSF administration and audits for our firm. We can now spend our time assisting clients with their key business issues rather than being tied down with endless SMSF compliance rules and changes. SMSF Engine is a quality service that has really helped our practice.
Mark Rowberry, 360 Business Advisory
I find the interaction with InterPrac to be courteous, fast and efficient. They are very knowledgeable and were happy to assist me through the entire process, even explaining small issues so I knew what I was undertaking at every step. The motor vehicle dealership involved with the transaction was amazed with their efficiency and short timelines. This is the 4th time I have used their services and when the next purchase is needed, InterPrac will be my first and only point of contact. A great experience and great service responding to our loan requirements. Everything was on time and communicated from start to finish. We'll definitely use InterPrac again.
This is my second time around renegotiating a loan for my house and I find InterPrac truly professional. They work very hard to get you the best loan and support you in explaining the process (especially to those of us that don’t understand the mortgage worked that well). I would recommend them to anyone looking for a mortgage broker. Thank you InterPrac.
InterPrac has been endorsed by the NTAA as the recommended financial services partner for their members since 2001.
SMSFs now hold more than $622 billion under investment. Trustees and members who are in a position to, should take a look at boosting...
Empower Your Business to Deliver the Right Solutions for your Clients Too often we speak to accountants who have lost a client to another...
Superannuation The Fair and Sustainable Superannuation Bill and Excess Transfer Balance Tax Bill legislation which passed in November...