ICG Financial Planning

ICG Financial Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from ICG Financial Planning, Financial planner, 71 Rathdowne Street, Carlton.

ICG Financial planning is a boutique, privately-owned wealth management firm based in Carlton, just outside the CBD and nearby to the Royal Exhibition building at Carlton Gardens.

You’ve probably heard a lot about share market falls in recent weeks but what does that mean for you and your investment...
03/03/2022

You’ve probably heard a lot about share market falls in recent weeks but what does that mean for you and your investments?

Being more engaged with your super investments could help you make the most if the time you have to grow your wealth for retirement – and navigate share market falls.

Being more engaged with your super investments could help you make the most of the time you have to grow your wealth for retirement – and navigate share

Ethical investing is a key consideration for many investors. Seeking advice from a qualified professional can help ensur...
21/11/2021

Ethical investing is a key consideration for many investors. Seeking advice from a qualified professional can help ensure that your investments not only meet your long-term financial goals, but also align closely with your values. If you’re looking to learn more about ethical investing, this article provides a brief introduction.

Ethical investing involves using your ethical principles to filter and guide your investment decisions. The practice has been around for more than 30 years in

Despite their reputation for soy lattes and avocado, research shows that millennials are spending less on non-essential ...
08/11/2021

Despite their reputation for soy lattes and avocado, research shows that millennials are spending less on non-essential items and more on necessities than ever before. After a decade of slow economic growth, little wage growth and spiralling housing costs – millennials are devoting time and energy to develop a sound financial plan for the future. To learn more, read on.

The first millennials (born between 1981 and 1996) are turning 40 this year. Still, despite more than twenty years in the workforce, it seems their financial

Regardless of where you are along life’s journey, every Australian can benefit from financial advice from a qualified pr...
31/10/2021

Regardless of where you are along life’s journey, every Australian can benefit from financial advice from a qualified professional. In fact, you may be surprised to know that the demand for financial advice has double over the last five years. Find out how a financial adviser can help you.

If your car engine sounds dodgy, you see a mechanic. If you’re unwell, you see a doctor. If you’ve got a tooth ache, you see a dentist. But what about when

Salary sacrificing is one of the most effective ways of building your super and reducing your taxable income. While it’s...
24/10/2021

Salary sacrificing is one of the most effective ways of building your super and reducing your taxable income. While it’s difficult to see the benefits of salary sacrifice in the short term, the longer your money is invested, the more compounding interest your investment will make.

This can set you on the path towards retirement earlier. If you’re considering salary sacrificing a percentage of your income, read more to find out what you should know.

An effective way of building your super savings (and potentially reducing your taxable income) is through salary sacrificing – that is, asking your employer

Although LGBT couples have access to the same legal and financial rights as heteros*xual couples, they still face unique...
13/10/2021

Although LGBT couples have access to the same legal and financial rights as heteros*xual couples, they still face unique challenges when it comes to forward planning and securing a financial future. There are many aspects to consider for same s*x couples who are planning their financial lives together. Here are some important details to take into account.

Since marriage equality was achieved in 2017, LGBTI people have had access to the same legal and financial rights as heteros*xual married couples. Yet members

While there’s no set age or rulebook to retire, you’ll want to make sure your health and finances support you during thi...
04/10/2021

While there’s no set age or rulebook to retire, you’ll want to make sure your health and finances support you during this transition. Taking into consideration the type of lifestyle you would like to lead will act as a clear indication for how much money you need to set aside or have access to. Here are some of the aspects to consider.

You might feel emotionally ready to retire but you’ll want to make sure you’re financially ready too. Socialising with mates, enjoying leisurely activities

Every parent wants to give their child the best start in life, even if that sometimes means footing the bill well into a...
18/07/2021

Every parent wants to give their child the best start in life, even if that sometimes means footing the bill well into adulthood. Fortunately, with good financial planning, you can set your kids up for a bright (and independent) financial future, in just a few simple steps. Here’s how you can plan for your child’s future.

Every parent wants to give their child the best start in life, even if that sometimes means footing the bill well into adulthood. Fortunately, with good

Capital gains is a tax that’s charged on the profit you make from the sale of certain assets. These could be assets that...
10/07/2021

Capital gains is a tax that’s charged on the profit you make from the sale of certain assets. These could be assets that you’ve purchased or inherited. For example; shares, investments, land and property (unless it’s your primary residence), certain collectibles and personal items.

Here’s what you need to know.

Capital gains tax is charged on the profit you make from the sale of certain assets. These could be assets that you’ve purchased or inherited.

Home ownership is a goal for most Aussies. As property prices increase and the market grows more competitive – it’s beco...
04/07/2021

Home ownership is a goal for most Aussies. As property prices increase and the market grows more competitive – it’s becoming a challenge for young adults to enter the market. The good news is, that with your guidance you can set your kids up to invest early on. Here’s four ways you can help your kids to buy their first home.

With property prices rising at a record rate in many cities across Australia, the ‘bank of mum and dad’ is playing a bigger role than ever as many parents

The gender pay gap is about more than just equal pay - it has far reaching consequences for women’s (and children’s) fin...
29/05/2021

The gender pay gap is about more than just equal pay - it has far reaching consequences for women’s (and children’s) financial security over a lifetime. Here are some steps women can take to minimise the impact.

Women are entering retirement with significantly less superannuation and personal savings than men – leading to a growing class of women living out their

If you’re among the many who are now working from home, you’ve probably realised that having the right home-office set u...
16/05/2021

If you’re among the many who are now working from home, you’ve probably realised that having the right home-office set up is essential - but it does come at a cost. With the end of the financial year fast approaching, here is an overview of the items you may be able to claim in your tax return.

Setting up a home office? Here’s how to create a comfortable workspace, while offsetting the extra costs of working remotely. If you’re among those who’s

Address

71 Rathdowne Street
Carlton, VIC
3053

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 5pm

Telephone

+61396111600

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