Financial planning is the process of meeting your life goals through the proper management of your finances. Your life goals could include buying a home, saving for your children's education, managing debt or planning for retirement
Investment & Planning Services (IPS) was established in July 2001 in association with leading Wollongong Legal, Accountancy and General Insurance Broker practices.
The aim of IPS is to help the people in the Illawarra achieve their lifestyle goals by educating, motivating and guiding them to make the right financial decisions.
Investment & Planning Services are authorised representatives of GWM Adviser Services Limited. GWM Adviser Services Limited is associated with the National Australia Bank Limited (NAB) ABN 12 004 044 937) and is a member of the NAB group of companies.
A number of companies within the NAB group of companies are financial product issuers. IPS also arranges the issue of financial products from a range of providers outside of the NAB group of companies. However, in terms of investment platforms, IPS chooses to use MLC Masterkey and Masterkey Custom.
