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Integrated Planning Services (NSW) Pty Ltd
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Integrated Planning Services (NSW) Pty Ltd
At IPS Wealth Management, we can tailor a portfolio based around ethical guidelines, to ensure that your portfolio reflects your personal values regarding environmental, social, and corporate governance issues. You can decide how "green" you wish your investments to be, and how much of your overall portfolio you wish to be ethically screened. Jonathan and IPS Wealth Management are authorised representatives of Financial Wisdom Limited. Jonathan is currently Newcastle’s only SRI Certified adviser, and is also an FPA Certified Financial Planner. Jonathan is a member of the AFR Masterclass 2007 (one of Australia’s top 50 financial planners), and is committed to providing strategic, lifestyle based financial planning advice.
Australia and Pacific Australia New South Wales Newcastle
Address:   Level 3, 7 Newcomen Street, P.O. Box 134, Newcastle, NSW 2300, Australia
Phone: +61 2 4926 2922
Fax: +61 2 4926 2120
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