About Us

Financial Advice Built Around Your Life, Not Ours

I.P. Financial Advisers is an independent financial planning practice based in Parramatta, working with individuals, families, and business owners across Western Sydney and beyond. We’ve been doing this since 2011 — and in that time, we’ve helped hundreds of clients get clarity on their finances, make better decisions, and build a future they can actually look forward to.

We’re not a large institution. We don’t have shareholders to answer to or products to push. We’re a team of advisers who genuinely care about the people we work with — and who measure our success by the outcomes our clients achieve, not the volume of business we write.

What We Do

Financial advice means something different to everyone who walks through our door. For some people it’s about getting retirement sorted. For others it’s protecting their family if something goes wrong, sorting out their super, managing debt more effectively, or figuring out the best way to grow their wealth over time.

Whatever brings you to us, we take the same approach — we listen first, we understand your situation fully, and then we give you advice that’s actually relevant to your life.

We help clients with:

• Retirement planning — working out when you can retire, how much you’ll need, and how to make your money last
• Superannuation — making sure your super is in the right fund, structured correctly, and working as hard as possible for you
• Wealth protection — life insurance, income protection, and the right cover to protect your family if the unexpected happens
• Estate planning — making sure your assets end up where you intend, with as little tax and as little stress as possible for the people you leave behind
• Aged care — helping families navigate the financial side of transitioning into care
• Wealth creation — investment strategies to build long-term financial security outside of super
• Debt management — structuring and reducing debt in a way that supports your broader financial goals
• Self-managed super funds — advice on whether an SMSF is right for you, and ongoing support if it is

Our Approach

We make the complex straightforward

Financial advice has a reputation for being complicated and full of jargon. We don’t think it needs to be. Our job is to take complex financial concepts and explain them clearly — so you actually understand what we’re recommending and why. You should never leave a meeting with us feeling more confused than when you arrived.

Your situation is unique

No two clients have the same goals, the same starting point, or the same life ahead of them. We don’t use templates or generic strategies. Every plan we build is tailored to your specific circumstances — your income, your family, your goals, your timeline, and your attitude to risk. The advice you get from us will be built for you, not adapted from something we gave someone else.

We’re in it for the long term

Good financial advice isn’t a one-off transaction. Your life changes, legislation changes, markets move, and your plan needs to keep up. We work with our clients over the long term — reviewing their plans regularly, keeping them on track, and being available when something changes or a big decision comes up. A lot of our clients have been with us for many years, and that continuity matters. We know their history, we understand their goals, and they know they can pick up the phone and get a straight answer.

We’re independent and fee-transparent

We don’t receive commissions on the financial products we recommend. Our advice is paid for directly by our clients, which means our only interest is in giving you the best possible advice for your situation. We’ll always be upfront about what our advice costs and what you’re getting in return.

Get In Touch

If you’d like to know more about how we work or whether we’re the right fit for you, we’re happy to have an initial conversation with no obligation on either side.

Contact I.P. Financial Advisers on 02 9635 9353 or visit us at Level 49, 8 Parramatta Square, Parramatta NSW 2150. We’re available Monday to Friday, 9am to 5pm.

I.P. Financial Advisers — Independent, specialist financial advice tailored to you.