Investment Process
Our investment process starts and ends with you to ensure you have peace of mind. Determining your risk profile is essential. We ask questions to discover the balance between client comfort and return. Each client has a “cash buffer” that they like to maintain – whether it be a credit card, mortgage redraw facility or cash at bank. We ensure that you have your required liquidity. We focus on the education of you, the client, to ensure you fully understand the investment selections we have made.
IPS Philosophy
At IPS Wealth Management, it’s all about you. With all the ups and downs in the financial world, and the changes we all have in our lifestyles, we focus on ensuring that people can lead the life they want. If all you want from your life is a handful of rocks, we will make sure you get that handful of rocks. Whether it’s regular overseas holidays, extra spending money in retirement, or private education for your children, we can map out a pathway to assist you in achieving your goals. With regular reviews and adjustments of your financial plan, we can ensure you are on track.