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Business Summary
IPS is widely recognised as a leading practice within the Financial Wisdom network due to its evolving business practices and quality of advice.
About Us

Proudly celebrating 25 years providing advice to our clientele, IPS was established in 1989 with principal adviser Craig Coates, and has since grown to include a dynamic and experienced team of advisers and support staff.

Our underlying philosophy is to create the financial means for our clients to have peace of mind, whether they are beginning their financial journey, or enjoying the serenity of retirement.

IPS Wealth Management provides high-quality financial advice to a range of clients – from young wealth accumulators and retiring “mums and dads” to business professionals and high net worth corporations.