Investment and Retirement Planning with IPS

For over 35 years The IPS Group has been helping Australian businesses and individuals grow their current day financial position for an even brighter tomorrow. Our complete range of investment and retirement planning solutions combined with our experience means you can count on all your hard work paying dividends as you retire.

  • Investments

  • Retirement Planning

  • Wealth Creation

  • Asset Protection

Get In Touch

Fill in the form below or give us a call on (08) 9340 5400.

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.

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About us

The IPS Group offers a full spectrum of financial services for individuals, small to medium businesses, and large corporations.

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What We Do

From business insurance protection to complex wealth-creation strategies to smarter financial management.

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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.
FASEA (Financial Adviser Standards and Ethics Authority) who set The Code of Ethics Standards



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.



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

We not only perform extensive research, but we also examine each customer's individual needs in terms of income, capital growth, ethical considerations, risk tolerance, cash flow, and taxation.
Our investment specialists may help with economic research, risk profiling, asset risk and return modelling, asset allocation, portfolio construction, investment selection and monitoring, administration, and investment reporting.

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.

Wealth Across All Asset Classes

A good strategy for investing is one that is diverse, stable, consistent, and not too surprising. Even though this might sound boring, The IPS Group Solutions sees it as a good thing. We will help you come up with an investment plan that will get you from point A to point B, where your goal is.

We do this by using investment vehicles that match your risk tolerance, investment preferences, and level of comfort. Not only is it our job to suggest the strategy, but it's also our job to explain why it works. So, you can move forwards knowing that you are on the right track to reach your goals.

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.

Only Strategic Advice you'll need The IPS Group is your one-stop shop

We offer strategic guidance that outlines the particular financial measures you must take to reach your retirement goals.

Retirement Planning

We assist you accomplish what you desire from retirement. Our retirement planners can help you clarify your goals and build an action plan. We can assist you manage your superannuation and retirement plan.

Strategic Planning

Our Strategic Retirement Planning includes getting a clear picture of where you are now, figuring out where you want to be, and setting clear goals to get you there. Lastly, you need to put plans, actions, and investments in place to make sure you reach your goals. Our team has a lot of experience with investing, and they will help you set up a retirement plan that uses a variety of investment strategies.

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.

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