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What's the most important thing you are doing this year to ensure your financial independence? In an uncertain world, we handle the stress of financial management while giving you the confidence to ensure you are in control of your own financial destiny. General Advice Warning

Any advice or information in this publication is of a general nature only and has not taken into account your personal ob

Photos from Financial Review's post 18/08/2023

One of our co-founders and Wealth Specialists, Angus Dockrill, shares insights on the top 5 mistakes made in preparing for one's retirement, as published in the Financial Review. What mistake are you making?

16/04/2023

IMFG's Angus Dockrill and Dr Steve Garth review the 1st quarter of 2023 across investment markets. Forces felt across the globe, including rising interest rates and cost of living pressures, continue to dominate the news cycle. With the quarter ending in the collapse of some relatively small US banks as well as the 'rescue' takeover of Credit Suisse, how did markets react?

To Hike or not to Hike? Now that is the question. 27/03/2023

Will the RBA lift the cash rate again? Economists are at odds on whether the RBA should raise the cash rate again in April. Dr Steve Garth shares some insights on the challenges the RBA face when making the decision next Tuesday.

To Hike or not to Hike? Now that is the question. Economists are at odds over whether the Reserve Bank of Australia should suspend rate hikes in April or raise the cash rate by another 25bps, as the RBA confronts how to bring inflation down with higher interest rates while not sending the economy into recession. The bond market is indicating rate i...

Australian Banks and the Current Global Banking Crisis 20/03/2023

Volatility has struck financial markets as several banks in the US and Europe collapse, requiring governments and regulators to step in to protect depositors. Contagion fears are widespread, and banking shares are being particularly hard hit. So, if there is another GFC brewing, are Australian banks at risk? The short answer is no. Dr Steve Garth discusses why.

https://www.imfg.com.au/australian-banks-and-the-current-global-banking-crisis

Australian Banks and the Current Global Banking Crisis Volatility has struck financial markets as several banks in the US and Europe collapse, requiring governments and regulators to step in to protect depositors. So, if there is another GFC brewing, are Australian banks at risk? The short answer is no.

Are you retirement ready? Here are some tips to help make the transition. 09/03/2023

The Governments proposed changes to superannuation have thrust it into the media spotlight recently. It raises the question, what will I do when I retire? Here Angus Dockrill offers some tips to help transition from worker to retiree.

Are you retirement ready? Here are some tips to help make the transition. Superannuation has recently been thrust into the spotlight with the government's proposed tax changes. In this post, Angus Dockrill discusses superannuation and how to prepare for retirement.

Wealth Column: 10 steps to financial wellness 05/02/2023

During the covid pandemic, many of us have become more careful about protecting our health by getting vaccinated and socially distancing ourselves and wearing masks. But we didn't pay as much attention to our financial wellness. This article shares 10 steps you can take today to improve your financial well-being.

Wealth Column: 10 steps to financial wellness Pick one or two financial wellness goals and work on them at your pace. Soon you’ll develop confidence in your ability to achieve the financial success you’ve always wanted.

27/01/2023

IMFG's Scott Douglas and Dr Steve Garth review the last quarter of 2022 and share their thoughts on what we can expect from local and international markets in 2023.

Doomscrolling is literally bad for your health. Here are 4 tips to help you stop 17/11/2022

The principles of sound investment and maintaining information hygiene aren’t so different. One rule is to diversify your sources of information and to avoid ‘doomscrolling’. Here is a great article sharing some Australian research findings on the topics and 4 tips on how to avoid it.

Doomscrolling is literally bad for your health. Here are 4 tips to help you stop Research shows doomscrolling can be harmful. These experts have found evidence-based tips that can help you help yourself.

The value of patience. Why you need to block out the noise. 26/10/2022

It is a trying time for investors right now and can be difficult to block out the negative noise regarding the economy and investment markets. In our latest post, Scott Douglas reminds us of some key investment lessons that have stood the test of time, and why you should be mindful when reading investment articles online.

The value of patience. Why you need to block out the noise. It's a trying time for investors right now. But investors need to block out the noise and remain patient to benefit in the long term.

17/10/2022

It has been an interesting few months in the Australian and International markets. Scott Douglas and Dr Steve Garth provide their perspective on current market conditions.

Inflation forecasts and market expectations 12/09/2022

How high will inflation go? When will cash rates peak? What can we expect from growth in the future? It would be great to have a crystal ball to know the answers to these questions. In this latest post, Dr Steve Garth shares his view on inflation forecasts and how they relate to market inflation expectations.

Inflation forecasts and market expectations IMFG is a specialist financial advise firm that works with clients who want to make smarter financial decisions.

Known Unkowns: What do we know about the performance of bonds and stocks over the next 12 months? 19/08/2022

While it is impossible to predict what will happen to stocks and bonds over the next 12 months, there is some evidence we can use to see how stocks and bonds will play out from here. In this article, Dr Steve Garth shares his views on the subject.

Known Unkowns: What do we know about the performance of bonds and stocks over the next 12 months? IMFG is a specialist financial advise firm that works with clients who want to make smarter financial decisions.

Don’t Panic! 10 tips for surviving a downturn in the markets. 07/07/2022

After years of strong returns, the daily fluctuations in the financial markets have now been pushed back into the spotlight alongside news of rising inflation and interest rates. For investors, this raises lots of questions. Angus Dockrill discusses this point and provides 10 tips on what investors should do in his latest post.

Don’t Panic! 10 tips for surviving a downturn in the markets. IMFG is a specialist financial advise firm that works with clients who want to make smarter financial decisions.

What does a change of government mean for the stock market? 24/05/2022

What does a change of government mean for the stock market? In this post, Dr Steve Garth examines the history of government changes for the past 50 years and what impact they have had on the stock market if any.

What does a change of government mean for the stock market? IMFG is a specialist financial advise firm that works with clients who want to make smarter financial decisions.

Understanding the sustainable investing opportunity 04/05/2022

Increased mindfulness and awareness of climate change is having a significant influence on investment decisions. In this post, Angus Dockrill discusses the sustainable investment opportunity and how investors can align their values with their investment strategy.

Understanding the sustainable investing opportunity Sustainable investing is a growing trend toward conscious consumption and awareness of the impact of how investment decisions can have an impact on the environment. IMFG's Angus Dockrill shares his thoughts on the sustainable investment opportunity.

14/04/2022

IMFG's John Foley and Dr Steve Garth provide a market update for Q1 2022, looking at the impact interest rates, inflation and the conflict in Ukraine is having on local markets.

Rising Interest Rates in the US: Implications for Australian investors 21/03/2022

Dr Steve Garth shares his insights on the interest rate rise in the US and the implication for Australian investors.

Rising Interest Rates in the US: Implications for Australian investors IMFG is a specialist financial advise firm that works with clients who want to make smarter financial decisions.

It isn't easy to talk about money, but this is why you need to. 23/02/2022

Talking about money is hard, but it's important a couple are on the same page when it comes to planning their financial future. IMFG's Scott Douglas shares his thoughts on the importance of talking about money and provides some tips on how to approach the subject with your partner.

It isn't easy to talk about money, but this is why you need to. IMFG is a specialist financial advise firm that works with clients who want to make smarter financial decisions.

#279 Dan Blatch 26/01/2022

Our very own Dan Blatch sits down with Andrew Rocks from XY Advisor to discuss his journey from aspiring physiotherapist to Director and Life Risk Specialist with IMFG. https://www.youtube.com/watch?v=9UIHr2TEye0

#279 Dan Blatch Dan is a Director and Life Risk Specialist at IMFG, the founder of Blatchy's Blues, and the winner of the 2021 ifa Risk Adviser of the Year Award. He chats a...

The power of staying the course with investing 18/01/2022

When investing your money, it can be easy to get distracted by shiny new objects. In his latest post, Angus Dockrill shares his thoughts on the importance of staying the course.

The power of staying the course with investing With investing, it’s easy to get distracted by shiny new objects. But investors forget the most important factor when growing investments. Time.

11/01/2022

IMFG’s Angus Dockrill and Dr Steve Garth share their insights and highlight the key investment themes for Q4, market performance and how the share and bond markets reacted to the end of 2021.

25/11/2021

We are delighted to share that IMFG's own Dan Blatch was recently recognised as the Risk Advisor of the Year at the 2021 IFA Excellence Awards. Well done Dan!

11/10/2021

IMFG’s Scott Douglas and Dr Steve Garth share their insights and highlight the key investment themes for Q3, market performance and how the Australian market is fairing against international markets in Q3 2021.

23/09/2021

"We found Dan through referral and we are so glad we did as he is friendly, understanding and so helpful with his advice”

Congratulations to Dan Blatch on another great client review. To discuss your situation contact Dan and our team on 02 9002 0571.

03/09/2021

Congratulations to IMFG’s own Dan Blatch, who has been named as a finalist in the ifa Excellence Awards for Risk Advisor of the Year.
The awards recognise outstanding achievements and excellence in risk advice across Australia’s independent advice sector.
I’m sure anyone who knows Dan can appreciate why he has been recognised as a finalist. Well done Dan!

25/08/2021

Inflation has been a hot topic with the media over the past 12 months. IMFG Director Scott Douglas and Dr Steve Garth from IMFG's investment committee discuss the impact of inflation including the positives and negatives.

17/08/2021

It's been an amazing year in the investment markets. Chair of our Investment Committee Dr Steve Garth and IMFG Director Scott Douglas share their insights on what's been happening.

02/08/2021

Can money buy happiness? IMFG’s Scott Douglas shares his perspective on financial decisions and why you might be better off spending money on experiences rather than shiny new objects. https://tinyurl.com/2tphmub7

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Our Story

What's the most important thing you are doing this year to ensure your financial independence?

In an uncertain world, we handle the stress of financial management while giving you the confidence to ensure you are in control of your own financial destiny.

Build, protect, grow (and live!).

Videos (show all)

Quarterly Market Update - 1st quarter 2023 - IMFG
IMFG Market Update - Q4
It has been an interesting few months in the Australian and International markets.  Scott Douglas and Dr Steve Garth pro...
A Survival Guide for Market Volatility
IMFG Market Update - Q1 2022
IMFG’s Angus Dockrill and Dr Steve Garth share their insights and highlight the key investment themes for Q4, market per...
IMFG Quarterly Market Update - Q3 2021
What's the story with inflation?
A Great Year in thhe Stock Market!
IMFG Investment Update - Q2 2021
IMFG Client Feedback
At IMFG, our team-based approach to providing advice gives clients access to a unique blend of expertise. In this interv...

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