IPS is made up of Investment & Planning Services Pty Limited, IPS Home Loans (NSW) Pty Limited and IPS Leasing (NSW) Pty Limited.
Investment & Planning Services (ABN 36 094 330 097) was formed in the 2001 financial year and has now become 1 of Wollongong’s premier financial planning firms. Investment & Planning Services is owned by different shareholders who in their own right are successful Wollongong business people. They created the company with the view to become involved in the leading financial planning firm in the Illawarra.
IPS Home Loans (ABN 97 123 660 444) was formed in the 2007 financial year and is fast becoming 1 of Wollongong’s leading mortgage broker solutions. IPS Home Loans is a joint venture between Investment & Planning Services and Paul Wright. The venture was formed with the view to become the number 1 choice for people of the Illawarra to come for their lending requirements.
IPS Leasing (ABN 46 475 287 495) was formed in October 2008 and is aimed at providing the people of Wollongong and beyond expert advice on all their business and personal leasing needs.
With service offerings of the highest level, IPS prides itself on being a proactive one-stop shop where all individuals requirements are fulfilled, from estate planning, insurance needs and superannuation to borrowing for your dream home or that investment property you have always hoped for.
Our Mission
Our mission is to assist clients establish and achieve lifestyle & financial goals / objectives.
Our Values
We will communicate with you
We will act with integrity
We will be respectful
We will act honestly
We will work with you to help you achieve your goals
