Financial Solutions You Can Trust

* Superannuation
* Wealth Creation & Investment Advice
* Asset Protection
* Cashflow Management
* Estate Planning

 

Have Big Goals in Life?

Let us provide the strategies to help you achieve them

 

Are you Heading
in the Right Financial Direction?

 

Are you on Target?

If not, let us help you to refocus

If you're Ready to Create the Wealth you Desire, we have the Solution

Superannuation Advice

Planning for your future

Wealth Creation & Investment Advice

Building Wealth & Financial Freedom

Asset Protection

Protecting your family and your most important asset, you!

Cashflow Management

Changing Your mindset about money

Estate Planning

Protecting your assets before and after death

Communications

Superannuation
June 10, 2022

Salary sacrifice vs personal deductible contributions to super

If you are an employee, there are two ways in which you can optimise the tax-effectiveness of your additional super contributions: opt for a salary sacrifice arrangement, whereby your employer…
Money
June 2, 2022

Rising inflation and what it means for you

Inflation is one of those words that a whole generation has been able to largely ignore. Until now. With inflation in the US now at about 8.5% and 7.5% in…
Superannuation
May 19, 2022

The ‘what, why and how’ of contributing to super

Despite changes to its governing rules, superannuation remains, for most people, a tax-effective environment in which to save for retirement. Here’s a quick Q&A on the ‘what, why and how’…
Superannuation
May 12, 2022

Are you super ready for year end?

The financial year is already racing by, but before we get to the end of another financial year, consider how well you have looked after your super savings this year.…

What our Clients are saying

“As dentists, it is important our policies reflect our income and skillset. Terry Chudleigh came recommended by a colleague to help traverse the intricacies of income protection. The entire process was comprehensive and timely from start to finish. We highly recommend Inteplan Financial Solutions to manage any financial matters. It’s not something that can be left to chance”

Tom

“My experience with Inteplan was nothing short of excellent. Terry very caring and understanding in his approach to understanding my financial goals and insurance needs. Terry was approachable and always available to answer any questions. He was professional, conscientious and efficient, and is an advisor I know I can rely on to look after my best interests going forward.”

Jason

“Coming from a dental background with very limited insurance/financial knowledge, Terry went above and beyond to explain every step of the process to set me up with the insurances that was specific to me. Communication throughout the process was first class as Terry bent over backwards to get all my insurances sorted in a timely and professional manner. Terry has a great understanding of the needs of medical and dental professionals and thus is a fantastic choice for all your risk insurance services”.

Liam

Talk with Us Today

Consultation

Talk with us today and take control of your wealth
m: 0414 854 155

Call Now

Enquiry

Have a question?
Contact us today, we are here to help

Contact Now