IPS Investment & Planning Services
Wealth Creation Building wealth for future contentment and a sense of security is important to all of us. Understanding your goals, limitations and your attitudes to risk are issues that you should have clear in your mind before commencing any financial plan. IPS gains an understanding and then begins to implement strategies for your personal wealth creation. Income and Asset Protec
Wealth Creation Building wealth for future contentment and a sense of security is important to all of us. Understanding your goals, limitations and your attitudes to risk are issues that you should have clear in your mind before commencing any financial plan. IPS gains an understanding and then begins to implement strategies for your personal wealth creation. Income and Asset Protection Protection Planning structures can help you to protect your assets from events related to bankruptcy, divorcee and other legal actions. These structures include family trusts, private companies and superannuation funds. IPS can help you design a comprehensive, yet cost-effective insurance portfolio to cover a diversity of situations that may arise. Business Planning IPS has the capability to advise you on all aspects of your corporate superannuation fund and identify cost-effective fund options that better suit the needs to you and your employees. Superannuation Despite undergoing many changes, superannuation is still one of the most tax-effectives ways to save for retirement. Though ongoing professional education, IPS has the skill and experience to assist you in maximising the potential benefits of your superannuation. This is done by analysing benefit limits, life as asset allocation, fees, contribution levels, taxation, life insurance options, investment performance and your retirement wealth accumulation goals. Estate Planning IPS can assist you with your Will and also advise you on estate planning, for example, the establishment of a testamentary trust that is activated on your death. IPS can also help you to implement an insurance portfolio to ensure that your family is adequately provided for in the event of your death. IPS can also show you how to utilise insurance as part of your overall risk management strategy to secure assets whilst distributing additional funds.
Address: 319 Keira Street, Wollongong NSW 2500 PO Box 5429, Wollongong NSW 2520, Australia
Phone: +61 2 4227 5511
FAX: +61 2 4229 8723
