Less than 5%
of people have control
over their financial direction
Care to be one of them?
"Helping you make better decisions about your money"
What we do…
ITAM PORTFOLIO PTY LTD is proud of its commitment to offer all clients only true independent advice.
We add significant value to clients by teaching skills, passing on knowledge, setting up the right routines, and we keep things on track, so we have people in control over their money. This means they can then focus on things in their life more important to them than money such as relationships and a sense of purpose and so they can accomplish their goals, their aspirations and their financial freedom for the reasons that are important to them.
We do this by offering a true independent, accessible financial coaching solutions. We provide discipline and accountability to ensure the greatest probability the plan unfolds well. This is what provides the client the peace of mind to focus on more important things in their life.
We have our own Licence, which we alone own and run. Under our independent service offer we retain no commissions��of any sort! we charge no percentage based fees! Only flat dollar fees for the services YOU need. We only get paid by you. This means we work only for you.
Contact us today to book an initial consultation to see how we can add value for you.
Please note, to ensure we provide the most value to our client community WE ARE ONLY TAKING APPOINTMENTS FOR THOSE THAT NEED ONGOING FINANCIAL COACHING AND PLANNING SERVICES.
Due to high demand appointments are being made around 1-2 months in advance. Thank you for your patience and understanding.
Why we do what we do
Our Mission is to help clients achieve greater happiness, reduced stress, enhanced peace of mind, and a stronger sense of security, beginning with their financial wellbeing. We also aim to improve our community’s overall wellbeing by providing financial education, empowering people to take control of their money.
How we do it
Based in Collingwood, Melbourne, and serving clients across Australia, we provide discipline, accountability, education, and guidance.
As independent financial coaches, we work with individuals, couples, and families who want to take control of their money, align their finances with their values, and achieve tangible goals while building a lasting relationship with their advisor.
We excel at supporting people who aspire to manage their own financial future—but recognize the value of having a personal coach to help them get there.
Do you want an Independent financial Advisor?
ITAM PORTFOLIO PTY LTD is proud to offer all clients only true independent advice. Also, with many advisors leaving the industry because they do not and will not met new industry education standards we are pleased to say we already meet the new higher FASEA education standards.
So, are our services what you’re after?
Clients who benefit the most from our service:
- Are people who have decided they do not have the time, knowledge nor inclination to look after their financial stuff themselves so have decided to delegate that responsibility to us to take care of their all financial needs.
- Happy to pay our ongoing fee and engage us as their financial coach over the long term.
- There are looking for an ongoing relationship with someone to keep them on track to achieve their goals through economic, regulatory and their own personal changes.
- Place a high value on other things in their lives that are more important to them than money such as spending time with people and pursuits and passions that enhance their quality of life.
- Want simplicity, clarity, and structure in their financial affairs
- Have a commitment to follow-through on making smart decisions with their money
- Understand there is no short cut to any place worth going
- Are ready to hear the truth and embrace reality regarding their current financial situation, no matter what
- Value the role and appreciate working with a trusted advisor who serves as the head coach of a team of professionals for their benefit.
Once we reach our capacity of clients we can serve, we may no longer accept new clients, to enable us to exclusively serve our existing Client Community.
Independent Financial Advisors Melbourne 03 9917 7960
We add significant value to clients by focusing on providing technical strategic advice, asset management and implementation.
We do this by offering a true independent, accessible financial coaching solution.
We provide accountability to ensure the greatest probability the plan unfolds well. This is what provides the client the peace of mind to focus on more important things in their life.
We are 100% privately owned, operates under its own license, charges fixed dollar based fees for the professional services provided, has no affiliation with any financial institution or product provider and does not accept any commission or volume arrangements.
Four Simple Steps to make sure you get the right financial advice for you.
As a busy person, I want to get in control of my money so I can be happier, less stressed, spend more time with my family and get to do the things I really want to do