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    IMA Financial Services
    Phone: (08) 9284 2111
    Fax:     (08) 9284 2711
    Email: ima@imawealth.com.au

Welcome to IMA Financial Services

IMA Financial Services is a boutique financial planning firm nestled between the River and the Sea in Cottesloe. We provide a superior level of financial advice and support to a small number of individuals.

IMA Financial appreciates the importance of navigating the changing landscape of financial advice. We have the experience, knowledge and skills. IMA are here to help.

We like to take a strategic role and actively participate in your financial journey so that our advice arises from a source of real knowledge and understanding of your unique goals in today's and tomorrow's environment. Active participation means that we commit to understanding, observing and actively reviewing your circumstances. Regular dialogue is the way forward.

We create and foster long term financial relationships with families, individuals and business because we acknowledge and appreciate the benefits of experience and continuity. The value we place on long term financial relationships means that we always act in your interest and stay attuned to your needs through constant communication.


Our philosophy

Our philosophy is simple. IMA Financial Services will:


  • Understand your financial position and goals.
  • Think 'outside the square';
  • Provide effective, prompt advice and assistance;
  • Be innovative;
  • Keep you informed;
  • Be accessible to you when you need us

As appropriate, we will provide fixed-price quotes, estimates and a detailed breakdown of the transaction or action. With that, we will:


  • Define the problem and opportunity and estimate the add value when practical;
  • Agree on a strategy;
  • Agree on a cost;
  • Be innovative;
  • Keep you informed; and
  • Action, monitor, review and report results.






Disclaimer:
IMA Financial Services Pty Ltd t/a IMA Trust ABN 63 438 505 105 ASIC Number (266 562) provides financial planning advice as Corporate Authorised Representative of Sentry Wealth Management Pty. Ltd. ABN 77 103 642 888 AFSL (227 748)