At ICG Financial Planning, our investment discipline is built around a progress-based financial planning methodology, or as we call it; benchmarking.
We aim to 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. Our aim is to provide advice not just once but for life.
We do this via our three key pillars; cash flow, investment strategy, and a contingency plan. Our benchmarking process involves a simple yet methodical discipline.
What we aim to do is simplify things in the client’s language and use an approach where clients can see their key performance indicators, where they were supposed to be, where they are now, and where they’re going.
Meet David
David Pero CFP® , SSA™
Authorised Representative Number 296924
Capstone Financial Planning Pty Ltd
Australian Financial Services License Number 223135
Get In Touch
- ICG Financial Planning 71 Rathdowne St., Carlton, Melbourne, Victoria 3053