Nicholas Lloyd, CFP®

As a successful small business owner and Certified Financial Planner, I get the opportunity to develop great relationships with my clients and build a successful team. I know how important it is to develop a team of professionals that can provide the best financial advice and service. At ITL Financial Planning, we have established a reputation built on excellence and sound financial advice which we are incredibly proud of. As a progressive small business, we continue to improve in all areas of our business to ensure our clients receive the best advice and experience. I specialise in creating direct investment portfolios, retirement planning, estate planning and SMSF’s. My skill set lends itself towards providing excellent outcomes for successful professionals and self-funded retirees however at ITL Financial Planning, my team and I are able to use our expertise to look after a wide variety of clients and add value to most people’s circumstances. At ITL Financial Planning:• We appreciate your time is valuable; We give you more time by taking away stress and admin.• We are pro-active. We manage your finances like we would manage our own. • We do exactly what we say we will do. You can rely on us to make things happen for you.• We give you choices as not everyone wants to take the same approach. • We provide you with true peace of mind by being at the forefront of our profession.• We are boutique. We can offer a truly personal service and go above and beyond. • We have strong relationships with specialised professionals so we can manage all your affairs. • We have a track record of being transparent, reliable and trustworthy and;• We can give you the attention you deserve.

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