'Providing clear and up-front financial knowledge -
so that the client is truly served by being completely informed.'
In Your Interest Financial Planning is wholly owned by its founders.
We have no links or ties to any financial institution. This freedom from outside influences provides our clients with the greatest potential for financial success.
Our core business is financial advice and coaching, investment and superannuation portfolio management and life insurance consultation.
Our organisation helps individual clients and corporate clients to achieve their financial goals by adopting the latest academic, market and legislative research.
We work with our financially established clients to preserve and increase their wealth.
We work with our financially developing clients to find harmonious and successful strategies that increase their wealth.
We develop strategies for all our clients to legally minimise taxes, fees and expenses as part of their investment experience.
Our plans are deeply individual, taking into account each client's personal situation. This aspect of our work is well expressed by some of our clients on the testimonials page.
We hope you enjoy our website. It contains important and useful information that will give you a taste of our abilities and services. You can reach us on 1300 889 657 or by email.
We have clients all over Australia and can easily communicate by email, telephone and post. For those who prefer face-to-face meetings we cover the Tweed, Byron, Ballina, Lismore and Gold Coast regions. We also visit interstate clients as required.
Company Information: In Your Interest Financial Planning is the trading name of Big Lamp Pty Ltd ABN 28 094 300 464. Big Lamp Pty Ltd is an Authorised Representative No. 308161 of FYG Planners Pty Ltd, AFSL No. 224543.