Welcome to
Investors
Capital Group

A private wealth advisory team dedicated to you.

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A wealthy retired couple enjoying their retirement

Welcome

A private wealth advisory team dedicated to you

Our role is to make complex financial decisions simple, so you can spend time on what matters most to you. We will help you become financially organised by creating and managing your life plan, allowing you to live purposefully and confidently.

Our role is to make complex financial decisions simple, so you can spend time on what matters most to you.

We will help you become financially organised by creating and managing your life plan, allowing you to live purposefully and confidently.

Less complexity

More free time

For what matters

Grandparents sharing a moment with their grandchild
Grandparents sharing a cuddle with their granddaughter

Comprehensive

Personalised

Service

As a boutique practice, we offer a highly personalised service to our select clients, tailored to their unique circumstances and delivered with care and precision.

Our point of difference

Using the balance sheet approach, we provide complex and strategic financial advice which considers each client’s complete financial position. We combine different areas of expertise, working alongside specialists in the field, to provide a coherent and considerate strategy to all our clients.

Using the balance sheet approach, we provide complex and strategic financial advice which considers each client’s complete financial position.

We combine different areas of expertise, working alongside specialists in the field, to provide a coherent and considerate strategy to all our clients.

Learn More

A financial advisors meeting in progress

About us

Life is ever-changing. Your financial and personal circumstances, as well as legislative and economic circumstances never stand still. Which is why your financial adviser should ideally be never-changing.

Regardless of how complicated or straightforward your affairs may be, having an expert adviser on hand who provides ongoing guidance and direction, always challenges the status quo, and acts as a knowledgeable sounding board, is essential.

A word from our Principal Financial Advisor, David Pero CFP®, SSA™

David Pero smiling at the camera

“With over 20 years’ financial planning experience, my passion is working with high income earning professionals and business owners to support their ambitions of financial security and success. As a financial adviser, I find the best value I can give to clients is to demonstrate how they can do things differently, in ways they may not have known or thought about, and positively influence their long-term wealth plans.”

Testimonials

“Since enlisting the services of David Pero and ICG, retirement planning has changed from something of a stressful chore to something which flows with ease.

We feel confident that our finances are being well managed. We have found that David’s advice has been sound and accurate. We feel very well informed, financial material is clearly presented and we feel supported to make our own life choices.”

Jane H. and Bruce A.

“We now consider David as part of our team. Hand on our back guiding us through our daily transactions and towards our long term future prospects. His compassion calms our emotional attachment to our financial portfolio and his acute knowledge gets results.

Today we stand in a position of financial success. Through financial hurdles, change and progress, we always look to David and his efficient team at ICG Financial Planning before we act.”

Dr. Harry and Denise H.

“I have been a client with David for many years and as a result of his excellent service, other family members are also now clients. A key attribute is the personal approach that is taken.

The high level of customer service is also reflected in the staff at ICG and all my interactions are both pleasant and professional. I don’t feel anonymous within a large body of clients, rather I feel very much a person where a relationship is developed and respected. As a result, I trust the advice that David provides me which gives me peace of mind.”

Liz B

“David Pero is a knowledgeable and astute financial planner who we have had the pleasure of knowing, and have been benefiting from his expertise for almost 15 years now. Our decision to entrust our financial planning to David has stood us in excellent stead over the many stages of our family’s financial life.

Over the years as our needs have changed, David has advised us wisely and clearly at every step of the way. From managing children’s education expenses, savings and investment strategies, retirement planning, self-managed superannuation fund set-up, guidance and now retirement and estate planning. David has given us confidence in our financial security and that of our family. We believe that thanks to David, we are financially secure and have the financial peace of mind to enjoy life to the fullest.”

Anthony W. and Irene P.

“David Pero and his team were introduced to me around 10 years ago via my accountant. At that time, I was seeking a reputable financial adviser who could assist us with my complicated financial affairs and provide simple, clear direction amidst the complexity of an ever-changing, financial regulatory environment.

David’s advice and guidance in collaboration with my other advisers (Accounting, Banking and Legal), has now implemented a plan and structures that have streamlined our arrangements and will better achieve our goals…I have already previously recommended David’s services to my friends, family members and associates and they have all been thrilled with his services to address their financial planning needs.”

Dr Frank B.

“From the outset, David understood our situation and was able to provide and deliver financial advice that was specifically tailored to both our immediate (personal security) and long-term (children’s education) goals. We have been more than impressed with the performance of our investment portfolio over the last 3 years.

David has provided us with a sense of security regarding our financial future which we could not have achieved on our own. We are confident of achieving our financial goals under David’s expert guidance.”

Nadia G. & Mark W.

“I moved my Superannuation Funds from my previous adviser to David Pero’s Capstone Financial Planning Pty Ltd in 2009, after suffering losses from the GFC, and lack of attention from my previous advisers. Immediately, I found David to be very approachable, proactive, and always helpful when I have had any queries, and his method of doing business has not changed since then.

I have found David to be very knowledgeable re my Fund, and financial matters, and I feel I am obtaining the best advice and guidance for my Super possible.”

Ian R.

“I absolutely, without doubt, recommend David and his team to anyone looking for sound financial advice. I completely trust the advice and support I have been given, which is very difficult to find. The team go above and beyond. It’s not just about business, but people’s livelihoods. This is the culture at ICGFP and I wouldn’t entrust anyone else with my wellbeing.

I cannot thank David and the team enough for getting me back on track both financially and personally after a very difficult period at a later stage of life. It is with the professionalism, up to date expert knowledge and the genuine care factor that I would highly recommend David and ICGFP worthy of my time and business.”

Rosa B.

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Are we right for you?

Our clients recognise the value of working with an advisory firm that provides a superior level of service and advice. Our services are most suitable for those who prefer to delegate the management of their financial affairs to a trusted professional who, in turn, provides highly personalised advice, guidance and communication on a regular ongoing basis.

To find out more about us and how we may assist you, we invite you to contact us for a confidential consultation.