Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At ICT Wealth we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Investments
Good investments can make your money work harder for you, so you don’t have to work quite so hard to achieve the life you want.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Personal Insurance
Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance.
Loans
Loans can help you to own your home more quickly. They can also potentially magnify the return of investments. But loans need to be used wisely.
Retirement Planning
Retirement may seem like a long way off but the financial decisions you make beforehand can have a big impact on what retirement looks like.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Your local financial partners
We are based in the Sydney CBD not far from Wynyard & Circular Quay.
If you would like to meet with us at your home or office rather than coming into the city, we’re happy to come to you if it’s not far away.
While most of our clients live & work in Sydney, we increasingly help clients from further afield too. With the benefits of technology, local can be nearly anywhere!
Prepare for tomorrow, make the most of today.
Insights
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…
Save for an emergency fund
An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel…
Market movements and review video – November 2024
Stay up to date with what’s happened in the Australian economy and markets over the past month. Welcome news on…
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the…
Transfer from a foreign super fund to an Australian super fund
Overview Money you transfer from a foreign super fund to a complying Australian super fund may: count towards you super…
Avoiding sales pressure
Salespeople and advertisers use tactics to pressure you to buy a product or sign up to a service. Knowing their…