How do we help you?


We develop individual advice to support you in achieving your goals in the areas of strategic direction and / or investment management.

Focusing on developing a strong relationship with you we create an environment that will allow for frank and confidential discussions, encouraging you to convey wishes, objectives and reservations, all essential in providing you the most appropriate solution(s).

We are a dynamic Australian-owned organisation, the shareholders being employees or associates.

This means that our company is not at the influence of banks, fund managers or insurance companies regarding recommendations.


Our goal is to provide our clientele with comprehensive financial planning in all three areas of asset protection, estate planning and tax effective wealth creation, by surrounding clients with our teams of accountants, SMSF Specialist Advisors™ and our financial planners.

IPS Financial Services and IPS Professional Investment Services offer a complimentary first appointment.

At this meeting we will explore how we might be able to be of service to you regarding your financial well being.

We welcome the opportunity to share our ideas and strategies based on your objectives, needs and reasonable goals.


We deal exclusively with a range of individuals who appreciate a high level of service and are committed to creating wealth and reaching financial goals for themselves and their family.

Upon our first consultation we take steps to identify whether we are the perfect advisers for you.

From this point forward we look to develop a strong business relationship built on mutual respect and trust.

You can expect to receive quality, exclusivity and excellent service.

Free 1 Hour Consultation

Sign up using our online form to arrange a Free 1 hour consultation..