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iQ Money Management

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Are you interested in receiving common sense financial advice?

Our Woombyen based financial planning business offers professional financial planning with long-term financial coaching and support.

We can assist you in the following areas:
Wealth Accumulation
Managed Funds
Superannuation
Children's Education Funding
Australian Share Portfolios
Investment Properties'& Term Deposits
Wealth Protection:
Personal Life Insurance
Total and Permanent Disablement (TPD)
Critical Illness (Trauma) and Income Protection
Business Succession Planning
Key Person Personal Guarantor
Buy-Sell Funding
Business Expenses
Retirement Planning
Transitioning to Retirement Strategies
Retirement Position and Shortfall Planning
Post Retirement Planning: Retirement'Income Streams (Allocated Pensions and Annuities)
Centrelink Planning
Funeral Investment Bonds

Financial Coaching & Support:
Budgeting & Cash-Flow Forecasting
Referrals to Mortgage Broker Accountant'&'Private Health Insurance

If you would like our assistance or if you would like to hear more on how we can help you, contact Doug Tognolini on 5442 2764 or 0409 594 044 for a free no-obligation 30 minute consultation.