Why choose The IPS Group?
We offer wealth management, investment advice, monitoring, and administration services that are all independent and work together as a whole. Our investment experts know a lot about economic indicators, earnings reports, and predictions for the future.
They also stay on top of any changes to the economy and any changes to laws or regulations that could affect your wealth.
We work with you to manage and grow your wealth, but we do so in a risk-adjusted way to make sure it stays safe. This is based on the overarching principle of capital preservation.
About us
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.
It is never too early nor too late to start investing in your future
We at IPS Financial Solutions offer Financial Planning strategies and advice to suit your age, your needs, your goals and help you save tax and build wealth over time. Every individual has its individual set of circumstances and therefore individual opportunities where, based on our knowledge and expertise we can help improve and grow your portfolio over time. We work together to help you set up a long-term strategy for your financial future as well as allowing you to meet short term goals along the way.
We can help you
- Save
- Invest
- Protect
- Tax Strategies
- Plan for retirement
We pride ourselves in meeting the high standards set by ASIC who regulate Australian Corporations and Financial Markets under Commonwealth Laws.
And
FASEA (Financial Adviser Standards and Ethics Authority) who set The Code of Ethics Standards
Insuring
Planning
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.
Wealth Creation
IPS Group is a specialist at delivering step-by-step strategic guidance that has enabled many clients to pay off their mortgages early and accumulate far more money than they would have if they had continued on their present path.
Investments
Regardless of where you are in the process of developing your Financial Game Plan or Retirement Roadmap, making investments with a clear head and an eye towards the future is one of the most important things you can do to bring your life goals to fruition.
Superannuation & SMSF
A well-thought-out retirement plan is a key way for a person or group of people to make sure they reach their financial goals. Our expert SMSF strategies come from years of experience in taxation, auditing, accounting, corporate tax, consulting, financial advising, and managing investments.
Invest with Confidence
You've worked hard to build your wealth, so when it's time to look at your long-term plans, think about new investments, or manage your portfolio, you want an expert by your side who can recognise and evaluate all risks, understand how complicated the market is, and give you advice that fits your financial goals.
Any investor can find it hard to make sense of the increasingly unstable markets and the constant noise made by the media. It is important to get advice from professionals in the field. The IPS Group is here to help you deal with uncertainty, market speculation, and feel confident in your investments.
Portfolio Management
Share Investment Strageies
Share investment is a bit of a dark art for many Australians, something experimented in but not necessarily with success. We like working with our customers to educate them about the benefits and drawbacks of share investing, as well as how this sort of investment fits within a diversified investment plan. Share investment does not have to be complicated, and at The IPS Group Solutions, we want to invest in a way that is very transparent, efficient, and successful.
Property Investment Strategies
There are different methods to invest in real estate, and we work with our customers to design a property plan that meets their specific goals. Some clients enjoy the convenience of having their own house, while others prefer the efficiency of renting and building an investment property portfolio. Understanding the possible holding costs, hazards, and tax implications of any property plan (especially when debt is involved) enables our customers to proceed with confidence whether acquiring a house or an investment property.
Enjoy a comfortable, stress-free retirement with our help! Get the most out of your lifetime of hard work.
Everyone has an own vision of what their perfect retirement might look like. It's possible that you're considering a career as a grey nomad, that you're interested in purchasing a fishing boat and seaside property, or that you want to get started investing. We are able to assist you in the planning of your retirement so that you can achieve the lifestyle objectives you have set for yourself and enjoy the finer things in life.
Whether you are already retired, getting close to the point where you can make the switch to retirement, or are just beginning to think more about retirement, The IPS Group is here to assist you in planning the retirement of your dreams. When it comes to planning for retirement, some of the techniques that should be considered include superannuation, investments, accountancy, personal insurance, as well as budgeting and cash flow.
Retirement Planning
Strategic Planning
An Actionable Plan
Action combined with this guide's knowledge is the key to turning your dreams into reality. Combining the calculators in this guide with skilled, professional guidance will provide you a thorough guide to your retirement milestones. Don't worry about retiring any longer. Your dream future is only a click away with a detailed plan and financial roadmap.
Estate Planning
As part of Estate Planning, it's important to make sure that if you or a loved one dies, the assets of the estate are given to the right people. Usually, this is done at the same time as a financial health check.
Financial Advice and Experience You Can Trust
Financial planning isn't about establishing a list of things you can't do. At IPS Group, our team of skilled, experienced financial advisors wants you to succeed today and in the future. Our professional staff is ready to help you get started, go farther, or provide you the finest guidance, whether it's budgeting and cash flow management, investments and insurance, superannuation, loans, or estate preparation. We do all of this and more. We want to know your objectives and challenges so we can assist you make more money. We pledge to do everything without sacrificing the good things in life. Because financial success shouldn't need sacrifice.