Why choose The IPS Group?
We’ve spent decades developing the wealth creation strategies and income protection plans you need to maximise and preserve your earnings. Our financial planning experience and knowledge can help you to shield your current income, create new income streams, optimise your retirement planning and create an investment portfolio for building your wealth. This all begins with the right plan.
The IPS Group offers a full spectrum of financial services for individuals, small to medium businesses, and large corporations.
What We Do
From business insurance protection to complex wealth-creation strategies to smarter financial management.
Pillars of Success
A unique drive and dedication to provide financial services in action, whether you require Insuring or Financial Planning.
Financial Planning for Business Strategic Plannning, Forecasting and Tax Management
Our team has previous expertise in planning. Our method of strategic planning involves conducting an analysis of the characteristics of the company and developing plans that are geared at maximising growth in an economic and political environment that is always shifting. The owners and managers of businesses have a responsibility to recognise both positive and negative trends as well as vital indications. We will assist you in determining these key performance indicators (KPIs) in order to maximise your cash flow, ensure that your obligations are met on time, and encourage prompt repayments.
Growing your wealth
IPS Group has long been considered as the go-to local financial advisers in Perth. We are one of the most experienced and customer-oriented financial planners due to the wide range of services we give – we are available to supply whatever accounting support our clients require.
IPS Group is a leader in giving clients with step-by-step strategic advice, which has enabled a large number of clients to pay off their mortgages early and gain far more money than they would have if they had continued on the path they were on.
Making investments with a clear mind and an eye to the future is one of the most significant things you can do to achieve your life objectives. This is one of the most critical things you can do to bring your life objectives to fulfilment, regardless of where you are in the process of establishing your Financial Game Plan or Retirement Roadmap.
Key person insurance: A lump sum payment to a business or spouse in the event of death within a business relationship. Business expenses: Risk insurance designed for small businesses to cover running costs (rent, phones, staff wages for example) if you’re unable to work
Life insurance: a lump sum payment in case of death. Total permanent disablement: Lump sum payment in the event of the insured being totally and permanently disabled. Income protection: Regular income if work is impossible due to illness or injury. Trauma cover: Lump sum cover for a range of specified critical illnesses
Superannuation & SMSF
Financial Advice and Experience You Can Trust
Planning your money doesn't imply limiting yourself. Our team of qualified, experienced financial advisers at IPS Group wants you to succeed. Our experienced team can help with budgeting, cash flow management, investments, insurance, superannuation, loans, and estate preparation. We do all of this. We want to know your goals and what's stopping you from making more money. We pledge to do whatever we need to while enjoying life. Money shouldn't imply compromises.