We have been helping clients with their finances since we were founded as ipac in 1983. Today we're backed by the strength of AMP and have offices throughout Australia.
We talk a lot about goals because, to us, financial advice is more than just numbers. It's about helping people live better lives and reach their potential.
Everyone has goals but getting started on them is often the hardest step. So we've made that easy with our innovative goals explorer technology – a fresh way to look at your goals. Once you're clear about your goals, our financial advisers create a plan to track and help you achieve your goals.
You're at the centre of every conversation. We're here to listen and understand what's important for you. We're upfront about how we work and our costs, so you'll never be surprised by extra fees or hidden charges.
Our team of expert advisers includes specialists in investment strategy, super, retirement, insurance, personal injury and redundancy. We look forward to helping you with your goals.
WHAT WE DO
Our financial advisers provide financial advice in areas to help you:
- plan your retirement
- safeguard your future
- make the most of super
- thrive in retirement
- invest for the long-term
- transfer wealth to the next generation
- deal with a life changing event such as divorce or redundancy
- organise aged care