We are a boutique financial planning firm based in North Fremantle, Western Australia.

Our ambition? Help you achieve real financial success and peace of mind.

First, we take the time to understand your financial objectives. Then, we brainstorm ideas and tailor a strategy that optimises your wealth, lifestyle and investment activities.

Your Personal Advisors

Retirees, small business owners, executives, farmers – we help people from all walks of life achieve their financial ambitions.

And we’re here for you too.

Who are We?

Director of Strategy and Planning, Joe Madej, leads our highly qualified team of advisors.

Joe started his financial career with Bankwest. His sound investment skills and business expertise is backed by more than 30 years of financial services industry experience.

The IMA Team delivers a full spectrum of financial planning services. Expect cutting edge financial insights with a touch of good, old-fashioned service.

Talk to Us

Find out more about our advisors. Or contact us to discuss your financial wellbeing.