We value your trust.

Supporting you in managing your financial concerns and offering guidance along the way.

How can we help you?

Our goal is to support you in shaping a successful future. With Innovative Financial Services, you can take charge of your financial matters and feel secure about your plans.

Aged Care

We can help you to navigate the complexities of aged care.

SMSF and Superannuation

Making your superannuation savings work for you.

Retirement Planning

You can look forward to a comfortable retirement.

Saving and Budgeting

Guiding you towards a secure financial future.

Investment Advice and Planning

For investors that value expert advice.

Debt Management

Gain control of your debt position.

Centrelink

Guidance, advice and application regarding government entitlements.

Estate Planning

Securing your wealth for your dependents, according to your wishes.

Personal Insurances

The protection you need, the peace of mind you deserve.

Our values

At Innovative Financial Services, we’re all about trust, integrity and passion. These core values steer us in every decision we make and shape the way we interact with our clients and each other.

Trust

Integrity

Passion

What our clients say about us

Heartfelt messages from those we serve.

“Michael was recommended to us by work colleagues who were impressed with his advice. Michael helped us to better understand our superannuation and insurance and how to tailor them to suit our needs, as well as understand how to better invest for our future. Thanks to Michael we will be able to pay off our house years earlier than we expected and if we stick to the plan, my partner will be able to retire years early with enough income to enjoy it. We are just average income earners who can now enjoy the little things a bit more and look forward to an earlier retirement. Michael is awesome!”

Cathy, Glenfield Park, NSW

“I went to Michael on a referral from a work mate and was amazed at how much Michael was able to help me set up for an early retirement and get more out of what I have now. You don’t need to be earning millions of dollars to see a financial adviser. Everyday earners can benefit from seeing Michael and getting some expert advice.”

Adrian, Glenfield Park, NSW

“It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed us was how Michael took the time to get a feeling for where we are at, his depth of knowledge, lateral thinking and his common sense approach. Michael’s professional, ethical and caring demeanour elicits our trust and respect and we gladly recommend his services whenever possible.”

Shane, Wagga Wagga, NSW

“Gordon and I are eternally grateful to Michael for all his help in ensuring that we achieve what we really needed. The stress he has lifted from our lives at this time is unbelievable to say the least. Michael has positively impacted our lives, and his empathy, kindness and knowledge is amazing.”

Wendy, Coolamon, NSW

“Michael is a fantastic adviser and I have 100% confidence and trust in Michael to help me secure my finances and build them up for my future. Michael is caring and courteous at all times. Michael always ensures he explains everything so that I can clearly understand it. I am very grateful to Michael and will stay with him as long as he will have me. I never hesitate to recommend Michael.”

Gina, Wagga Wagga, NSW

“We have been clients with Michael for the last three years. Michael is a great adviser who answers all our questions with an open heart and clear explanation, and give the advice from his honest point of view. We always feel that we are ahead because Michael always tells us the next steps we need to take and how to prepare for them. We feel so comfortable being Michael’s clients and would recommend him to our family and friends.”

Galia, Kirrawee, NSW