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 David Pero is an Authorised Representative of Capstone Financial Planning and services clients of ICG Financial Planning Pty Ltd, Corporate Authorised Representative No. 313058.


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At ICG Financial Planning, our aim is to provide advice not just once but for life.


We differentiate ourselves from other firms by using measurable progress indicators in order to create tangible value for our clients and demonstrate that their strategy is achieving its purpose.



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Plan Your Retirement

Plan Your Retirement

The earlier you start preparing for retirement, the more options you have to set a course that suits you. By planning ahead and staying in control of your finances, you can enjoy a safe and comfortable retirement.
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Secure Your Future

Secure Your Future

In order to provide advice and begin structuring a strategy to secure your financial future, we take time to fully understand your current financial position and your goals.
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Tax-Efficient Strategies

Tax-Efficient Strategies

ICG Financial Planning can help you plan to legally reduce your tax liability. Through our planning service, we can recommend tax saving strategies to maximise your after-tax income.
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Protect Your Wealth

Protect Your Wealth

Leverage on our expertise in providing you strategic advice on the best framework for holding and preserving your wealth so that you can achieve your long-term goals and enjoy your heard-earned money.
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