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a guide for your journey

What makes ipac unique is our genuine focus on planning for you, not just your money.

ipac’s advisers are highly qualified and technically skilled to help you build, protect and transfer wealth. But what sets us apart is our belief that the best financial advice involves understanding what’s important to you, and ensuring your finances support this.

We see creating and looking after your wealth as a lifelong commitment. That’s why we offer regular wealth advice and guidance throughout the different stages in your life.

This means that you have your own adviser to help you achieve your goals. They take the time to understand what’s important to you, keep you on track and review your plan and situation regularly.

As part of the ipac private client service your adviser will:

    • act as a sounding board for major financial decisions so that you can make the right choices with confidence
    • advise you on day-to-day issues such as managing your cash flow and budgeting
    • advise you how to effectively plan for your retirement
    • help you with tax minimisation, estate planning, insurance, structuring debt, superannuation issues, and much more

benefits of the service

    • manage change with confidence
    • you have a guide for your journey
    • a team of people working with you (your adviser, your client relationship coordinator to name a few)
    • you’ll be kept up to date with regular communications, review meetings and client events

let us call you

Providing us with a brief reason for call will streamline our call back process and ensures you have the correct ipac representative handling your enquiry.

Your privacy is important to AMP and to ipac. You may request access at any time to your personal information held by AMP by calling 1300 157 173 or by contacting us direct. Information collected by AMP will be subject to AMP’s Privacy Policy available by clicking here.

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