IP Financial Advisers

IP Financial Advisers We are passionate about helping businesses and individuals achieve their financial and lifestyle goals.

We have been providing professional planning advice since 2011. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you. IP Financial Advisers ABN 23 602

632 584 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706

For Further information refer to our website www.ip.amp.com.au or our Financial Services Guidehttp://ip.amp.com.au/_file/3_1%20Financial%20Services%20and%20Credit%20Guide.pdf

Plan with Confidence. Live with Freedom. Financial confidence creates freedom.The right advice can help you make informe...
18/06/2026

Plan with Confidence. Live with Freedom.

Financial confidence creates freedom.

The right advice can help you make informed decisions at every stage of life. From building wealth and protecting your family to planning for retirement, our focus is helping you achieve the lifestyle you’ve worked hard for.

Book your no-obligation consultation today.

📞 02 9635 9353
📧 [email protected]

Your Financial Future. Our Priority.Your financial future deserves more than guesswork.At I.P. Financial Advisers, we ta...
14/06/2026

Your Financial Future. Our Priority.

Your financial future deserves more than guesswork.

At I.P. Financial Advisers, we take the time to understand what matters most to you and develop strategies tailored to your goals. Whether you’re planning for retirement, growing your wealth, or simply wanting greater confidence with your finances, we’re here to help.

Start planning today for a better tomorrow.

📞 02 9635 9353
📧 [email protected]

🔐 Stay Safe This EOFYScammers ramp up their activity at tax time — and they’re getting smarter every year.A few simple h...
21/05/2026

🔐 Stay Safe This EOFY

Scammers ramp up their activity at tax time — and they’re getting smarter every year.
A few simple habits can make a huge difference in protecting your personal and financial information.

At I.P. Financial Advisers, we want our clients to stay informed, stay alert and stay secure.
If something feels off, pause before you click, reply or share details. And if you’re ever unsure, reach out — we’re here to help.

🌊 The Federal Budget Creates Ripples — Make Sure You’re ReadyThe 2026–27 Federal Budget sets the direction for the natio...
12/05/2026

🌊 The Federal Budget Creates Ripples — Make Sure You’re Ready

The 2026–27 Federal Budget sets the direction for the nation, but its ripple effects will be felt in households across Australia.

If you’re wondering what the changes could mean for your financial position — your tax, your super, your investments, or your long‑term plans — you don’t need to navigate it alone.

At I.P. Financial Advisers, we break down the Budget in clear, practical terms so you can make confident decisions that protect and strengthen your financial future.

Let’s turn uncertainty into clarity.

📩 Talk to us today.

💐 Happy Mother’s Day 💐Today we celebrate all the mums who give endlessly — the planners, the dreamers, the doers, and th...
10/05/2026

💐 Happy Mother’s Day 💐

Today we celebrate all the mums who give endlessly — the planners, the dreamers, the doers, and the quiet heroes behind every success story.

Whether it’s guiding a family, building a future, or simply being there when it matters most, your love and strength create ripples that last a lifetime.

From all of us at I.P. Financial Advisers, thank you for everything you do.

🌱 Small Changes. SUPER Results.Most Australians are surprised by how much small, consistent actions can transform their ...
10/05/2026

🌱 Small Changes. SUPER Results.

Most Australians are surprised by how much small, consistent actions can transform their retirement outcomes.

If a 30‑year‑old on average wages salary‑sacrifices just $20 a week, they could finish with tens of thousands more in retirement savings.
It’s not about doing something huge — it’s about starting something small.

At I.P. Financial Advisers, we help you understand the simple steps that make a meaningful difference over time.
Your future self will thank you.

If you’re ready to make your super work harder, we’re here to guide you.

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On Anzac Day, we pause to honour the courage, sacrifice, and mateship of the men and women who have served and continue ...
24/04/2026

On Anzac Day, we pause to honour the courage, sacrifice, and mateship of the men and women who have served and continue to serve our country 🇦🇺

At I.P. Financial Advisers, we reflect with gratitude and respect for those who gave so much so that we may enjoy the freedoms we have today. Lest we forget.

We encourage our community to take a moment today to remember, to appreciate, and to acknowledge the enduring legacy of our service members.

📊 Superannuation Strategy Spotlight: Super RecontributionA super recontribution strategy can be an effective way to impr...
18/04/2026

📊 Superannuation Strategy Spotlight: Super Recontribution

A super recontribution strategy can be an effective way to improve the tax efficiency of your retirement savings while potentially boosting your estate planning outcomes.

In simple terms, it involves withdrawing eligible super benefits and then recontributing those funds back into super as non-concessional contributions. This may help:
✔ Reduce the taxable component of your super
✔ Increase the tax-free component for your beneficiaries
✔ Potentially improve outcomes for future estate planning

As with all strategies, eligibility, contribution caps, and timing are critical, and it’s important to ensure it aligns with your overall financial position and goals.

If structured correctly, this approach can form part of a broader retirement and wealth management plan.

📞 For tailored advice, speak with a qualified financial adviser before taking action.

If you think the proposed $3 million superannuation tax may affect you, now is the time to take a closer look at your po...
10/04/2026

If you think the proposed $3 million superannuation tax may affect you, now is the time to take a closer look at your position.

Changes of this nature can have a significant impact on long-term retirement outcomes, particularly for individuals with larger super balances or those approaching retirement. Understanding how your structure, contributions, and investment strategy align with potential policy changes is essential.

At I.P. Financial Advisers, we help clients assess exposure, explore available strategies, and make informed decisions tailored to their circumstances.

If this is something on your mind, a timely review may provide clarity and direction.

📊 Plan ahead
📈 Stay informed
🛡️ Protect your financial future

Get in touch to discuss your situation.

🐣🥚 Easter is the one time you can have all your eggs in one basket… but when it comes to your finances, diversification ...
03/04/2026

🐣🥚 Easter is the one time you can have all your eggs in one basket… but when it comes to your finances, diversification still matters!

At I.P. Financial Advisers, we help you build strategies that balance opportunity with risk, so your future isn’t relying on just one outcome.

Whether you're reviewing your investments, superannuation, or long-term financial plan, now is a great time to make sure your “basket” is working for you. 📊

Wishing everyone a safe and happy Easter filled with family, rest, and a little chocolate too! 🍫✨

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Level 49, 8 Parramatta Square
Parramatta, NSW
2150

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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