Proudly celebrating over 30 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.

What makes us different?

  • We focus on the client and their individual situation, allowing us to provide optimum strategic advice.
  • Our advisers have technical expertise and industry experience totalling more than 45 years.
  • Each administrative staff member has 15+ years experience, ensuring clients are met with a friendly face, professionalism, and competence.
  • Our systems ensure the smooth running of our practice, enabling us to provide seamless ongoing service.

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.