Business Details
Your Trusted Financial Advisers in Melbourne
The IF Group is a team of highly skilled accountants, tax consultants, investment analysts, and business advisers with over 15 years of experience delivering tailored financial solutions. Our approach combines consultation, analysis, strategic execution, and systematic review to address the unique needs of individuals and businesses. We prioritise financial fluency and confidence, offering services spanning superannuation, investment advice, salary packaging, retirement planning, and aged care support.As proud members of the Financial Advice Association Australia (FAAA), we uphold the highest professional standards. Our team, known as Financial Colleagues, fosters collaboration and mentorship to ensure clients receive comprehensive, client-centric advice. With offices in Frankston, Brighton, and Melbourne, we provide free initial consultations to help clients achieve long-term financial security.
Services
Financial Planning
Superannuation Advice
Investment Advice
Salary Packaging
Retirement Planning
Aged Care Services
Loan Advice
Estate Planning
Highlights and features
- We offer over 15 years of experience in personalised financial planning.
- Our team includes FAAA-accredited financial colleagues dedicated to client education.
- We provide tailored solutions for superannuation, retirement, and aged care needs.
- Our proprietary process ensures strategic execution and ongoing review.
- We operate with transparency, prioritising client confidence and financial fluency.
Associations and certifications
- Financial Advice Association Australia (FAAA)
What people say
Exceptional level of personalised service
Highly recommend Nicola and IF Group services
Outstanding aged care placement support
Financial confidence and clarity achieved
Trusted advisors for 25 years
Services
Financial Planning
We create customised financial plans addressing investment, retirement, and tax strategies. Our process ensures alignment with individual goals through consultation and ongoing review. Clients gain clarity and confidence in managing their financial future.
Superannuation Advice
Specialised guidance on optimising superannuation contributions and structures. We help clients navigate complex regulations to maximise retirement savings while ensuring compliance with Australian tax laws.
Aged Care Services
Comprehensive support for aged care transitions, including facility selection, contract reviews, and Centrelink communication. Our team ensures financial and logistical ease during emotionally challenging times.
Investment Advice
Tailored investment strategies balancing risk and growth potential. We analyse market trends and client objectives to build portfolios aligned with long-term financial goals and risk tolerance.
Salary Packaging
Strategic salary packaging solutions to maximise take-home pay while minimising tax liabilities. We advise on compliant structures for employees and employers in Melbourne and beyond.
People
Deborah Rognlien
CEO & Financial Adviser
With over 25 years of experience, Deborah leads The IF Group's strategic vision. She specialises in retirement planning and superannuation, advocating for client financial fluency through media appearances and personalised advice.
Nicola Henley
Financial Adviser
Nicola focuses on aged care services and family finance solutions. Her empathetic approach has helped families navigate complex financial transitions, earning multiple client testimonials for exceptional service.
Questions
What financial services do you specialise in?
We specialise in financial planning, superannuation advice, investment strategies, salary packaging, and aged care services tailored to individual needs.
Are you members of professional financial associations?
Yes, we are proud members of the Financial Advice Association Australia (FAAA), upholding the highest industry standards.
How do you tailor financial plans to individual goals?
Through consultation, analysis, and ongoing review, we create customised strategies addressing retirement, investment, and tax objectives.
Do you offer free initial consultations?
Yes, contact us via phone or email to arrange a free consultation at our Frankston or Brighton offices.
How can you assist with aged care planning?
We provide end-to-end support, including facility selection, contract reviews, and Centrelink communication to ease transitions.
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