Maximising your earnings begins with the right plan.
IPS Financial Solutions Pty Ltd is a Corporate Authorised Representative of ClearView Financial Advice Pty Limited.
We’ve spent decades developing the wealth creation strategies and income protection plans you need to maximise and preserve your earnings. Our financial planning experience and knowledge can help you to shield your current income, create new income streams, optimise your retirement planning and create an investment portfolio for building your wealth. This all begins with the right plan.
Protecting your wealth.
Unforeseen expenses, accidents and changes in circumstance are facts of life. They can’t always be avoided but their impact can be immensely reduced by having the right financial protection in place. We specialise in providing our clients with the financial advice that ensures their financial health when the unexpected happens.
- Life insurance – a lump sum payment in case of death
- Total permanent disablement – Lump sum payment in the event of the insured being totally and permanently disabled
- Income protection – regular income if work is impossible due to illness or injury
- Trauma cover – lump sum cover for a range of specified critical illnesses
- Key person insurance – a lump sum payment to a business or spouse in the event of death within a business relationship
- Business expenses – risk insurance designed for small businesses to cover running costs (rent, phones, staff wages for example) if you’re unable to work
Growing your wealth.
You shouldn’t be the only one working on building your wealth. Your money should be working for you too, and helping to create additional wealth. With the right financial planning to suit your circumstances, we can assist you to create an investment strategy that will deliver you an investment portfolio that adds income streams, adds growth and adds wealth.
- Wealth creation – assisting your investment strategies to build long-term financial wealth
- Investments – diversifying your income streams through smart investments
- Margin lending – borrowing against your assets to build and maximise your investment portfolio
Living on your wealth.
It’s common knowledge that superannuation is only the minimum you need when you’re planning retirement. With the right investment strategies, your retirement can be a time that you can look forward to, knowing that your income is secured.
- Financial/retirement planning – making the most of your savings
- Retirement advice – practical advice to ensure financial health in your retirement
- Long term investment portfolio – make sure you’re still earning after you stop working
Frank Cusmano, Managing Director of IPS, specialises in personal protection insurance and is a vastly experienced financial planner. Speak to Frank now about a customised financial review, and let his financial expertise guide you to a more secure, more rewarding financial future.
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IPS Financial solutions Pty Ltd provides their financial advice services under license with ClearView, however all other services advertised on this website and provided by IPS Insurance Brokers, IPS Finance Brokers and IPS Accounting Services (and their related entities) are not the responsibility of, nor endorsed by ClearView and this includes related services provided by referral partners and associates.
The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person's objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on this information contained on this website and review the relevant Product Disclosure Statement (PDS). Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained in this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Matrix Planning Solutions Limited disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward looking statements. Past performance is not an indication of future performance.
IPS Financial Solutions Pty Ltd ABN 16 009431 850 is a Corporate Authorised Representative (No. 237177) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS No. 331367 GPO Box 4232 Sydney NSW 2001