As you transition through your career and raise your family, you will be met with increased complexity. Advice on the financial decisions that you make during this time will be most crucial for achieving a comfortable lifestyle in the future.
You Can’t Take it With You: Top 10 Estate Planning tips
As they say, you can’t take it with you! Or you can’t dictate from beyond the grave! But careful estate planning considering all possible outcomes should at least ensure an easier transition.
OUR SERVICES
INVESTMENT
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.
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.
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
Anthony Isaac CFP ™
Principal and Founding Partner
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
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.
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.
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
Level 10, 239 George Street
PO Box 3102
Brisbane Qld 4000
07 3188 5757 – Fax 07 3188 5777
info@aipwealth.com.au