Financial Planning | Melbourne | InterPrac

InterPrac Financial Planning

Helping client-focussed, accountant aligned financial planners to deliver integrated and practical solutions

The InterPrac Financial Planning Story

InterPrac Financial Planning (AFSL 246638), is a core business within the InterPrac Group.

We are an Australian Financial Services Licensee (AFSL) with a growing national network of high quality financial advisers.

InterPrac Financial Planning is the easy choice, enabling you to deliver integrated and practical financial service solutions to your clients.

InterPrac Financial Planning maintains a broad approved product list which offers freedom of choice and gives you access to a wide range of possible solutions to best meet your clients immediate and longer term financial goals. This gives a significant advantage, allowing you to give your clients quality advice and services without the constraint of a restrictive recommended product list or external corporate culture.

Our mission is to help advisers build profitable, sustainable businesses. You are in control of your practice and InterPrac gives you the flexibility to expand your services to accommodate the rapidly growing area of financial planning. At InterPrac Financial Planning, we understand your desire to assist your clients in their endeavours to live their best life, as an outcome of the financial advice you provide. As fellow business owners, we want to do our best to enable you to live your best life too.

Whether you are just starting out as a financial planner, or you have an established financial planning practice, InterPrac has the flexibility to support you in your endeavours. InterPrac Financial Planning works with you to help you deliver cost-effective financial advice. Support we provide our advisers includes compliance, marketing, back office assistance, fee for service collection, a broad approved product list, and access to para planning services, research, Professional Development days, seminars and practice development.

Refer to our Financial Services Guide Part 1 (FSG Part 1) for more information about our services and how we work.

If you have any questions, please contact Maria Sherwill (Email:maria.sherwill@interprac.com.au) from our Practice Development Team.

 

 

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What they say about InterPrac Finanical Planning

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  • 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.

    Adviser – NSW

January 17th, 2019

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