OUR SERVICES

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

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

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

Wealth Builder

Wealth Builder

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’re likely to be focusing on:
→  Career Planning
→  Lifestyle protection
→  Owning your Home
→  Tax management
→  Children’s education
→  Inheritance
→  Having a great lifestyle
→  Family healthcare
→  Investing for a future goal
Retirement Planner

 

Retirement Planner

Planning for retirement is just as much about planning for the emotional transition from work as it is about the financial decisions to be made.

 

Your concerns may be:
→  Transitioning from career
→  Helping your children
→  Creating passive income
→  Wills and trusts
→  Protection of assets
→  Business exit strategy
→  Debt elimination
→  Healthcare

 

→  Self managed Superannuation (SMSF)

Retiree

Retiree

Your retirement years should be a time of enjoyment and relaxation, without financial worries. This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth.
You may be thinking of:
→  Retirement Lifestyle
→  Assisting family
→  Health & Fitness
→ Preserving your capital
→  Aged care planning
→ Estate planning
→  Inheritance tax mitigation

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

INSIGHTS

TURBO CHARGE YOUR RETIREMENT SAVINGS WITH TTR
January 9, 2023

Not ready to stop working? No problems. You can ease

YOU CAN’T TAKE IT WITH YOU: TOP 10 ESTATE PLANNING TIPS
January 8, 2023

As they say, you can’t take it with you! Or

CONTACT US

  • Address: 95 North Quay Brisbane Qld 4000
  • Phone: 07 3188 5757
  • Fax: 07 3188 5777
  • Email: info@aipwealth.com.au
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