Financial Services

Setting goals is a fundamental component to long-term success. The basic reason for this is that you can't get where you are trying to go until you clearly define where that is.

This is an exciting time, we provide education on investments and risk, we analyze financial strategies available to you, to help you get to where you want to be. We will provide you with detailed financial advice, set out in a Statement of Advice (SoA). You will understand exactly why our advice is improving your situation and how you will get to achieve your goals. We will implement the advice for you and provide you with ongoing communication in relation to your portfolio. Our professional team are available to talk with you whenever you need them.

Get started on your Plan today, call (02) 4227 5511, send us an email or call into one of our offices. We'll listen to your needs and adapt financial strategies to help you work toward your lifestyle goals.

Our Services

Are looking for financial advisers who listen to your needs, respond to your requests promptly and provide you with expert ongoing advice?

We provide outstanding client service, we enjoy building long lasting relationships with our clients and working together with them through the ever changing economic and personal life stages. We understand that everyone if different and tailor our long-term financial plans to your individual and family needs.

Your goals and objectives are the focus of our service to you. Investment and Planning Services (IPS) is positioned to offer you comprehensive advice in all the area's listed below:

  • Goal setting and cash-flow coaching
  • Wealth Building
  • Debt management solutions
  • Income and asset protection
  • Tax strategies
  • Business planning
  • Investment Advice
  • Retirement and redundancy planning
  • Superannuation
  • Estate planning
  • Government benefits

Financial Planning

Financial planning is the process of meeting your life goals through the proper management of your finances. Your life goals could include buying a home, saving for your children's education, managing debt or planning for retirement.

We help our clients achieve their lifestyle goals by educating, motivating and guiding them to make the right financial decisions.

Income & Asset Protection

We work with you to develop a Financial Plan that helps you to achieve your goals and dreams. In putting this plan together we will address protecting you against some of life's unpredictable events.

It is important to talk through strategies to minimise loss in the event of lost income or unfortunate events such as death and disability. Having a plan to help you through any of these events helps you and your family continue achieving your financial goals and rise above difficult times. We have heard of too many times when family breakdown or bankruptcy occurs due to a lack of planning. Let our expert advisers help you with these difficult discussions so you can get on with enjoying all life has to offer.

Superannuation

Did you know that superannuation is one of the most tax-effective ways to save money for your retirement? IPS is here to make sure your super is working to your advantage.

By analysing benefit limits, asset allocation, fees, contribution levels, taxation, life insurance options, investment performance and your retirement wealth accumulation goals, our financial planners can help maximise the potential benefits of your super.

Will & Estate Planning

Dealing with wills and estates can be difficult. Talk to our friendly and professional advisers who can assist you with your will and advise you on how to properly conduct your estate planning.

We can also help you implement an insurance portfolio to ensure your family is taken care of in the event of your death, giving you peace of mind. Insurance can also be used as part of your overall risk management strategy to secure assets whilst distributing additional funds.

Business Planning

Running a business incorporates many facets of financial planning. At IPS we can assist you with all aspects of your business superannuation fund as well as identify cost-effective fund options for your employees.

319 Keira Street , Wollongong , NSW 2500

95 Cliffe Street , Picton , NSW 2571

Suite 126, Centric Building 4 Hyde Parade , Campbelltown , NSW 2560

5429 , Wollongong , NSW 2520