- self-managed super
- corporate services
Financial security is important to your employees and helping them manage their money is one of the most valuable benefits you can provide.
You already invest in your staff. It makes sense to support them with sound financial advice which can only assist your organisation. Happy employees are productive and it provides another reason to remain with you.
who we are
The ipac Corporate Client Services team works with small to medium companies as well as large corporations to provide a range of financial literacy programs through to full financial advice. Our team’s primary focus is to support organisations achieve their business goals
Since we were established in 2002 we have provided financial information to over 10,000 people.
how we work
In our experience, the approach outlined below is the most effective method for delivering information and personalised advice for your employees.
|Talk to an ipac adviser today
See how we can help you
Call 1800 626 881
8.30am to 6.00pm AEST
Monday to Friday
what we provide
the ipac education seminars cover a wide range of topics such as money and the life you want, planning for the retirement you want, financial strategies for women, financial strategies in plain English and an annual budget overview.
one on one financial advice
ipac will provide your staff with comprehensive financial planning advice from a dedicated financial adviser. The ipac approach is to firstly discuss and clarify a person’s goals, understand their attitudes to money and then develop financial strategies which will help our client achieve their dreams.
career transition services
Organisations change and part of that can mean downsizing. It’s important to treat these employees with sensitivity. ipac provides financial advice which can help former employees manager their short-term finances or show them to make the most of their super.
Talk to an ipac financial adviser for free today about how we can help you. Call 1800 626 881 8.30am to 5.30pm, Monday to Friday.