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About Investment & Planning Services

IPS Investment & Planning Services is a Wollongong financial planning business that offers fresh ideas and comprehensive advice to suit the needs of you and your family. Our Wollongong financial strategists will advise you on wealth creation, investment strategies, superannuation strategies and the insurance products necessary to protect your assets. We will help you be proactive in planning your family's future. Whether you need advice on estate, retirement or redundancy planning, we will help you mitigate potential financial stress. Our goal is to help you achieve your financial goals through careful planning and knowledgeable decision making. Whether your goal is to own a home, investment property or to eliminate your current debt load, IPS Investment & Planning Services will help. Don't take any chances with your financial future. Call us today and we will assess your current financial situation and help you achieve your goals.

Services

  • Financial planning services

  • Wealth creation

  • Superannuation

  • Investments

  • Insurance

  • Retirement and redundancy planning

  • Estate planning

  • Financial planning

  • Investment strategies

Reviews

4 rating

4 reviews

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Mason

7 years ago

The best thing I ever did was to make an appointment with IPS. The consultant was great at explaining so much to me. I wanted to have explained to me the different options that were available if I wanted to invest. It was eye opening and very informative. This company is at the top of their game and I would highly recommend them.

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Rebecca

8 years ago

Giving IPS a call about your finances will be well worth your while. You will be impressed with the different options that they can offer you with getting your finances in order. Some of the solutions are so unique that you would have never have thought about them. Not having money stress is the best feeling ever. Thank you IPS - best move ever.

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Gary

8 years ago

Often it's difficult to explain how trying to make ends meet can be a stressful and daunting task. Having advisors like IPS you begin to realize that all is not lost. They will give you the best of their time, effort, kindness and thoughtfulness to ease the load that many of us carry due to financial strain. Having a Financial plan will relieve the stress in your family life and many other aspects in your life. IPS is amazing for doing this and are great at it.

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Lis

8 years ago

IPS Investment Are helping us build our future, we are just into our 30's and are looking a long way down the track for a secure future. They have a wealth of knowledge and we are putting it all to good use, and following this will be very comfortable in later years for a minimum cost we wont miss, thanks for all you have done.

Location

319 Keira St, Wollongong NSW

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Licences

  • Garvan Authorised Representative No. 242625

  • Diploma in Financial Advising

  • Financial Planning Association, affiliate member

  • Justice of the Peace

Investment & Planning Services

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