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Financial Services in Wagga Wagga

Expertise you can trust

Financial success is about more than just making money.

It’s also an opportunity to take control of your future and find peace-of-mind in the process!

Whether you’re looking for help with managing your finances or seeking financial planning advice, Innovative Financial Services has exactly what’s needed

Trust us today.

Innovative Financial Services is your trusted advisor for all matters financial planning.

From cash flow, budgeting and investment advice to protecting your wealth, retirement and estate planning, our advisors are qualified to help you with all your personal financial needs.

We’re here to make a positive difference in your life, so you can meet your goals and objectives, and gain control of your financial future.


What we offer

Saving and Budgeting

Saving and budgeting are two of the most important things you can do to secure your financial future. We can help you determine how much to save, how to budget, and how to make the most of your money.

Preparing for Retirement

When it comes to preparing for retirement, there is no one-size-fits-all approach. We can help you plan for retirement by providing key information and resources to get you started.

Personal Insurance

Finding the right insurance coverage can be overwhelming. We will work with you to understand your needs and find the best possible coverage at the most affordable price.

Watch the video to learn more


What goes into a successful retirement plan

Retirement means different things to different people. For some, travelling across Australia in a campervan may be the ideal retirement while for others it could mean spending more time with the grandchildren, gardening, or pursuing other passions that were previously placed on hold.

Regardless of what retirement means to you, one thing is for sure – no one wants to spend their golden years worrying about money. We are all living longer and for most of us compulsory superannuation payments or the Age Pension alone won’t be enough to help us achieve the retirement lifestyle we’re
dreaming of.


A wealth of experience and knowledge at your disposal

We are always looking for ways to add value to our clients’ lives, whether it is through providing educational resources, offering personalised advice, or simply being there to answer any questions they may have. We believe that our clients deserve the best possible service and advice, and we work hard to provide it.

If you want to learn more about how we can help you improve your life, please don’t hesitate to contact us. We would be more than happy to answer any of your questions!


Concerned about your finances? You're not alone.

Many people struggle to manage their money effectively, but there’s help available.

A free expert consultation can provide you with the guidance and information you need to make sound financial decisions.

Our mission, values and motto

Integrity, excellence and teamwork

We strive to always act in the best interests of our clients and to provide them with the highest quality of service possible.

We work together as a team to provide the best possible outcome for our clients. We help you plan for a secure future. Financial Planning is essential for everyone.


Kind words from our clients


Feel free to contact us