ICG Financial Planning Melbourne - Carlton (VIC)

5 /5 Fussy Fellow: David is excellent at his job, gives advice tailored to the investment risk/profit profile you set for yourself and has been an essential consultant to our group. Whilst all investment involves some degree of risk, with Davids guidance, the net position of our portfolio has consistently averaged higher than our projections. If I had to highlight a particular specialty it would be his knowledge of Superannuation Taxation law, legislation, and trends in which his knowledge is second to none.

5 /5 Rosa Bljaic: The most professional, trustworthy and caring financial team I have had the privilege of working with over many years. The results speak for themselves. Highly recommended

5 /5 Thurling Caroline (CaroTee): I was recommended to ICG to assist with complex financial management needs for my mother, a senior. From the first phone call to consultation, we experienced highly personalised understanding and superior advice that has made a significant difference for my mothers sense of financial security and empowerment. Highly recommend.

5 /5 jane hall: A unique combination of highly professional and very personal service. David Pero and team have helped us enter retirement with ease and confidence. We are deeply appreciative.