As a small business, Christoph has offered strategic advice around restructuring loans, property depreciation schedules, salary sacrifice, the benefits of which have well covered the fees. A comprehensive financial plan was of great assistance as I arrived into my 6th decade!

The patience, efficiency and thoroughness with which questions and enquiries are followed up make IYI easy to recommend. I have been treated with respect and gentleness.

Dear Christoph,

I have prepared this document as formal testament to your exceptional service and advice.

For many years my wife and I have looked at our group certificates at the end of each financial year and wondered what have we done with the figures staring back at us? We understood focus was required, but where should we focus our efforts and what options were available?

If we were going to work smarter, it was clear we needed sound professional advice.

During our consultations with you, we learnt a great deal about ourselves and our financial options. The plan that we forged together, as a consultative group, was truly tailored to our needs and included realistic, achievable outcomes.

I have found a great deal of relief, knowing that even the small financial changes we have made will be of great benefit in the future. Since completing our financial plan, we have a better understanding of the implications of our financial habits. 'We no longer waste our energy worrying about what to do, because now we have a clear vision.

I continue to be impressed by your industry knowledge and insight.

It is wonderful to find business people that go above and beyond to delight their customers and I sincerely thank you for your efforts.

Our new motto is "Why retire, when you can become financially independent". 

MD, Bilambil Heights, Tweed Heads, New South Wales.

We wanted a plan to help progress our personal and business finances.

Christoph worked with us individually in a way that was both truthful and gentle, exposing beliefs that had us stuck in conflict around money for 12 years. Unexpectedly the process has transformed communication around money in our relationship and helped us both to understand our strengths and we are now able to be much more harmonious and effective.

He works with us at our different levels of financial literacy moving us forward when we are ready. He has an exceptional feel of numbers and is extremely perceptive, understanding where you are, where you could be and why you are not there.

Nicole, Perth, Western Australia.

Christoph is a remarkably astute and insightful individual whose breadth of knowledge and expertise in financial planning was invaluable in helping to guide and inform our investment decisions. The accuracy, clarity and quality of the advice that we received from Christoph was carefully detailed and wholly cognisant of our individual situation and our long term objectives.

R & M, Sydney, New South Wales.

Thanks again for all your help, I feel very grateful that I am able to trust you.

Someone I can ask the really ‘dumb’ questions I would be too embarrassed to ask other professionals, not just out of ignorance but because I know I won’t understand the answer! What I like about Christoph is that he is very patient in explaining so that I understand and that I trust him to make the choice if I don’t completely get it AND that he attends to all the paper work!!!

Very important for an organisationally challenged person where almost everything is a work-in-progress! Otherwise crucial matters can be organisationally delayed for years because they get added to the too hard/avoidance list.

Vivien, Lismore, New South Wales.