Our client engagement process

With you every step of the way

Instead of worried, you will feel in control, cared for and more confident in your future. Our consultative process provides you with the structure, perspective and accountability to make your desired dreams a reality - ably supported by strategies delivered by the IMFG Team of specialists. In fact, we guarantee it.

Maximise your financial potential. Contact us today.

Diagnosis by a specialist

Diagnostic of your current situation, our recommendations for moving forward and details on our investigating approach.

Step 1: Discovery Meeting

Complete discovery process.

Step 2: Initial Plan Meeting

Presentation of advice plan.

Step 3: Mutual Commitment Meeting

Confirmation of commitment.

The Advanced Plan

Comprehensive evaluation of the entire range of financial needs with our recommendations for moving forward.

Step 4: 45 Day Follow-Up Meeting

Organisation of account paperwork.

Step 5: Regular Progress Meetings

Review of progress and implementation of advanced plan.

Professional Network Meeting

Our team of specialists applies its collective expertise to evaluate all aspects of your financial situation and devise appropriate solutions.

Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas.

Identity McIntyre Pty Ltd and its specialist financial advisers Scott Douglas, Angus Dockrill, Dan Blatch and Lisette Walsh are authorised representatives of Apogee Financial Planning Limited, Australian Financial Services Licensee Registered Office at: 105 - 153 Miller Street North Sydney NSW 2060. These representatives are trading as IMFG.

IMFG Mortgages Pty Ltd, Matt Clayton, Sam Mournehis and Ben Osborne-Young are authorised credit representatives of Vow Financial Pty Ltd, Australian Credit Licence 390261 Registered Office at: Level 5, 10 Bridge Street Sydney NSW 2000. These representatives are trading as IMFG.

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