There’s never been a better time to plan for the unplanned
From planned to unplanned, the IG Living Plan Snapshot gives you a financial well-being score that shows how prepared you are. To find out if you’re on track, take the IG Living Plan Snapshot. After answering a few questions, you’ll receive a score for each dimension of your financial well-being. Your score and the accompanying recommendations can be used by you and an advisor to help you improve your financial confidence and well-being.
The IG Living Plan
We’ve developed the IG Living Plan, a holistic plan that considers your full financial life and looks at whether you’re saving enough, spending wisely, properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency along the way.
Get in touch
Speak to an IG Consultant who can create an individualized IG Living Plan and, ultimately, help you meet your financial goals. They’ll work with you now, and in the future, to ensure you stay on track.