InterPrac Financial Planning

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.

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

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

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

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