Aspiration
We begin with You - Your Story, Your Hopes and Your Dreams.
Insight
We assist you to make Informed Choices about the Key Decisions in Your Life.
Prosperity
So that you have the Freedom to Pursue your Ideal Life.

OUR SERVICES

ADVICE

advice

Our Financial Life Management approach distils the complex universe of financial choices down to the critical few recommended actions that will assist you to achieve your life goals. And then to assist you to stick to the path!

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INVESTMENT

invest

Once we understand what is important to you, we tailor your investments to meet your individual goals. Our investment philosophy is based on principles of discipline, transparency and communication.

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PROTECTION

protection

We undertake a comprehensive assessment of your personal needs to recommend insurance cover that best integrates with your financial objectives. We can also review the suitability of your current policies.

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OUR CLIENTS

w-builders
Wealth Builder
retirement2
Retirement Planner
funded
Retiree

ABOUT US

AIP Wealth Management specialises in Wealth Advice, Investment and Protection.

Whether you are seeking to build wealth for the future or protecting it for the next generation, AIP Wealth will assist you to make intelligent financial decisions.

At the core of our boutique firm are the foundations of experience, integrity and an uncompromising commitment to our clients

about-img
Anthony Isaac CFP
Principal and Founding Partner

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OUR COMMITMENT

Focus on what is important to you

We tailor our strategies to the needs of each client that yields a unique strategy for each client. No two clients have the same concerns; so no two clients should have the same solutions.

Intelligent Solutions

We specialize in cutting-edge technology and solutions, while at the same time, employing strategies that have been proven to work time and time again.

Privately Owned

AIP Wealth Management is privately owned and we always put our client’s interests first. Far different from the employees of financial institutions or super funds that present themselves as “financial advisors” to sell a product.

Transparent

We believe in being transparent in everything we do, so you will always have full knowledge of the actions taken on your behalf.

OUR CREDENTIALS

Our-Credentials---Certified-Financial-Planner

Certified Financial Planner™

AIP Wealth Management advisers hold the internationally recognised Certified Financial Planner™ practitioner designation, the highest certification for financial advisers in the profession.

Our-Credentials---Smart-Investor

AFR Masterclass – Top Financial Advisers

Our principal adviser has been named in the top 50 financial advisers in Australia through the prestigious AFR Smart Investor ‘Masterclass’ through which CFP advisers are recognised for their technical competence.

Our-Credentials-Adviser-Ratings

Adviser Ratings – Gold Adviser Status

AIP Wealth has a Gold Rating with Australia’s first transparent and independent service to help consumers find, rate and review qualified financial advisers.

INSIGHTS

Contact Us

Please complete the Form to Contact Us

AIP_Logo3   Level 10, 239 George Street
   PO Box 3102
   Brisbane Qld 4000
   07 3188 5757 – Fax 07 3188 5777
   info@aipwealth.com.au

Make an Appointment

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