Please refer to the FSG Version 3 dated July 2015 to better understand our products and services, remuneration & other information.


Steer Your Financial Course


ICG Financial Planning services provides you with specific and individualised help to realise your life goals.

Retirement Planning

What will you live on after you’ve retired? How much money will you need? And how long will you need it for? ICG Financial Planning can help you explore the various options open to you.

Investment Advice

Because inflation erodes the value of money over time, saving usually requires some form of investing. As your financial planner, we can give you the best possible steer on how and where to grow your money.


Wealth Protection

Protecting your Wealth is just as important as creating it. Don't be the person who thinks it'll never happen to them. The best ways to protect your wealth is with effective estate planning and insurance arrangements.

Debt Management

Our expert financial planners can help you navigate the minefield to improve your financial situation by providing you with honest, objective and realistic advice and recommend the best strategies to help you reach your goals.


Superannuation & SMSF Advice

The importance of choosing the right super fund can be the difference between a comfortable retirement and 25+ years of having to watch every dollar you spend. We can assist you in determining the most appropriate and cost effective structure for your needs and objectives.

Tax Planning & Minimisation

Tax is a complex area, and becomes more so if you run a business or have several sources of income. As an independent financial planner, we help advise you on ways to become more tax efficient, saving you a significant amount of money over the longer term.

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David Pero is an Authorised Representative of Capstone Financial Planning and services clients of ICG Financial Planning Pty Ltd, Corporate Authorised Representative No. 313058.

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When is the Right Time to Start Planning Your Financial Future?

Let us help you on your financial journey. Get in touch today to find out how ICG Financial Planning can get you
on the way to living your dream.


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