Just as we strive to help clients understand what’s important to them and plan accordingly, we also have a code of values we live by. These values are at the heart of everything we do. We don’t just say them – we live by them.
Our goal is to be able to send a loved one to any adviser within ipac and to know they will receive the empathy, respect, consistent service and understanding they deserve. Our test is simple: would it be good enough for our own family?
From our humble beginnings in a small office with just one telephone line to our current standing as one of Australia’s largest financial advisory firm ipac has always emphasised acting with integrity, establishing trust and keeping our promises. Our integrity is exemplified by the good reputation of our founders Paul Clitheroe (chairman of the Australian Government’s Financial Literacy Board), and Arun Abey (director of The Smith Family), and by our focus on doing what’s best for our clients. Learn more about our history and how we’ve earned trust with our clients over more than 25 years.
We try to continually improve ourselves, welcome creative solutions to resolve challenges and take great pride in our work. We champion a growing and profitable organisation and inspire and energise each other to reach our goals.
We lead by example, demonstrating a can-do attitude and recognising and rewarding achievement. We act as mentor and coach, empowering colleagues and clients to achieve their personal and professional goals.
At ipac we recognise the value in working together – capitalising on our diversity, and generously sharing information and expertise to help each other and our clients achieve our goals.