You dream it, we'll help you plan it.

When you’ve identified your goals; retiring early, purchasing your dream home, school fees or making sure you’ve got enough for your desired lifestyle - you’ll then need to know how to meet these objectives. From lump sum investments to regular savings, we can recommend appropriate strategies to ensure you maximise the return on your money.

An efficient way to save money is to invest and Expert IFP are here to help you understand the appropriate investment strategy for you. It’s only natural that you’ll have some important questions, how much should I invest? Should I invest a lump sum or drip-feed over time? What level of risk is right for me and my goals? We'll answer all your questions and concerns, and give a clear insight into how you can reach your future financial goals.

arrange a consultation
Savings & InvestmentsSavings & Investments

Investment

“We required a complete financial review to unfold our existing investments, pensions and protection plans taken over the years through different advisers. Amit was able to provide a clear and concise proposal to meet our current and future requirements as a family. The review was very effective and his cash flow reports clearly demonstrating various outcomes to maintain our lifestyle using conservative assumptions.

Amit won our business in a professional manner. Having seen and worked with other financial advisors in the past, Amit has a different take on financial planning which is more objective and based on our lifestyle and not just financial products. Due to his professional and non 'pushy' approach, we felt confident in recommending him to our aunt and uncle and they became his clients and had similar experience like us. Thank you, Amit for looking after us and our extended family with genuine client interest at your heart.

Karsten & Lynsay Shaw
more client stories

other financial planning services we offer

Sourcing the perfect product for you

Tell us about your dream lifestyle

To start your journey with Expert IFP, all you need to do is reach out to us and we will assess how we may be able to help. We ask that you complete the simple form below noting what specifically you are looking for help/guidance on and what your main objectives are. We’ll take it from there.

Which of our products/services are you interested in discussing? (select all that apply)
Thank you! Your enquiry has been received. An advisor will be in touch soon.
Oops! Something went wrong while submitting the form.