IFSolutions - Integrated Financial Solutions - Brisbane        
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For an obligation free financial assessment

Client Profile Questionnaire - click this link to have the questionnaire sent to you as an email attachment.  Email the questionnaire back to us once completed. Alternatively you can print out the document and mail or fax to us. 
Go to the Contact Us page for address details.

We appreciate the client profile form can be daunting, however if you are to get the best value from our future relationship, its completion is very important. Don’t worry if you are unable to answer all the questions. We will review your answers and check the information with you during our first meeting. We will maximise our time together by confirming the most appropriate strategy areas that will add real financial value to your current situation. We assure you that time spent on this preparation work is well worth the effort. It's the foundation for your financial future!

Understanding Advice Documents

Acrobat PDFUnderstanding Investment Concepts

Acrobat PDF Understanding Debt Management

Acrobat PDF Understanding Gearing

Acrobat PDF Understanding Wealth Accumulation (Non-Super)

Acrobat PDF Understanding Wealth Accumulation (Super)

Acrobat PDF Understanding Retirement Planning

Acrobat PDF Understanding Social Security

Acrobat PDF Understanding Insurance

Acrobat PDF Understanding Estate Planning

Acrobat PDF Understanding SMSF

Acrobat PDF Understanding Business Insurance

IFS Handling Volatility

Handling Volatility - 80K

Economic update

Monthly Economic Report [July 2010 - 310k]
Read a summary of the latest economic news from Australia and around the world.

Previous Reports:
June 2010 - 300K
May 2010 - 400K


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 Integrated Financial Solutions © 2010     

Level 3, Modular Building, 4 Kyabra Street, Fortitude Valley QLD 4006

IFSolutions Pty Ltd ABN 59 107 892 473 T/A Integrated Financial Solutions; and
Fintech Financial Management ABN 31 010 793 138 T/A Fintech Financial Services
Authorised Representatives
GWM Adviser Services Ltd ABN 96 002 071 749
Australian Financial Services Licensee
Registered office at 105-153 Miller St
North Sydney NSW 2060

Ph. 61 7 3252 7664