OUR MISSION

We focus on consistently delivering a professional

and flexible model of service that is tailored

to meet the individual needs of our clients

WEALTH MANAGEMENT

WEALTH PORTFOLIO

VARIOUS ASSETS CLASSES

PROFESSIONAL PARTNERS

Professional High Net Worth Client Groups

CUSTOMER SATISFACTION

Delivery of Professional Services

OUR EXTENSIVE

PARTNER NETWORK

About Us

WELCOME

Welcome to IPS Partners. We are a national network of professional firms providing tax, mortgage, insurance, property and wealth services. We operate across a wide range of industries and government sectors. IPS provides a full range of services tailored to meet the unique needs of mid-sized, fast growing and family owned companies.

DIVERSITY

At IPS, our business model is simple. We focus on consistently delivering a professional and flexible model of service that is tailored to meet the individual needs of our clients. Our diversified model offers ongoing commitment and support to all of our clients, where we adapt and take the time to listen first, then deliver on our word.

VERSATILE

We pride ourselves on building professional partnerships that extend to over 20 different industries. This means we are experienced in working together with different teams with different levels of expertise. This versatile cooperative structure allows IPS to deliver an expert service across multiple platforms and industries.

REFERRAL NETWORK

From the outset, IPS has invested heavily in building strong relationships with our high net worth client groups. All of our current clients are referred private clients. The loyalty of our client network is a testament to the strength of our service model and to the relationships we hold with our clients.

WHAT WE DO

CREDIT & LENDING

IPS provides support for personal or business development and re-design, compliance assistance, and finance assistance at the portfolio and loan level. We will also monitor loan performance, forecast borrower behavior, estimate credit losses, and help migrate credit and lease residual risks.

GENERAL INSURANCE

Our insurance service provides a broad range of coverage to individuals and businesses including: property, casualty, car and commercial coverage. We are proud to be one of Australia’s largest owned insurance brokers and rank nationally as a major insurance broker.

ASSETS MANAGMENT

Our focus is to build a more adaptable investment portfolio to provide greater product transparency, and to improve distribution with more sophisticated customer segmentation and targeting strategies. We have extensive experience in wholesale, retail and ASX listed products. Our expertise covers all aspects of fund formation, structuring, investments, exits and the resolution of disputes.

TAX & ACCOUNTING

(via strategic partner JV)
At IPS, we simplify the job of our tax and accounting professionals, delivering comprehensive solutions for business and individuals. IPS can assist you with income tax, CGT, GST, stamp duty and other federal and state taxation affairs.

PROPERTY & DEVELOPMENT

IPS understands that your property is a significant asset, and we appreciate your desire to maximize the return of your most valued investment. Our experienced and dedicated team work with: developers, property investors and property professionals.

FINANCIAL PLANNING

At IPS, we create a  simplified tailored financial planning for all your financial and business needs. Our experts will assist you in strategic asset allocation, and portfolio recommendations based on your risk appetite and investment goals. Our advisors will draw on strategic and tactical investment models to improve and build your financial portfolio.

HOW WE DO IT

WEALTH MANAGEMENT

IPS has the depth of experience and a wealth of resourses to handle major clients, complex transactions and tight deadlines. We cooperate with other financial institutions on a regular basis, so our extensive industry experience helps us provide clients with commercially precise advice. We believe the IPS service model will be the point of difference that provides a superior financial outcome to all our clients. Our service model focuses on wealth management, wealth portfolios and various assets classes including:

  • Portfolio

  • Shares

  • Residential property

  • Commercial property

  • Risk management

  • ETF shares

CONTACT US

HIGH NET WORTH CLIENT GROUPS

IPS has over 20 years’ industry experience, and an extensive network exceeding 100 partners. IPS uses Partner Net for the referral of private professional high net worth clients groups. We have clients based in Australia and the Asia Pacific area including:

  • Sydney

  • Melbourne

  • Hong Kong

  • Shanghai

  • Beijing

  • Singapore

  • Taipei

CONTACT US

IPS CASE STUDIES

MIXED PORTFOLIO RESTRUCTURE WITH CROSS GUARANTEE

Hong Kong based Australian citizen seeking portfolio loan

Our client is an Australian Citizen based in Hong Kong, who has a market value exposure of $65,000,000 in Australian Property. The client requested to refinance his $55,000,000 portfolio consisting of 5 commercial properties and 4 residential properties from HSBC and BOQ to one of the major banks. We restructured the portfolio with cross guarantee and got approval from one of the major banks with an interest rate of only 3.91% p.a., and interest rates of 4.16% p.a. and 4.31% p.a. from the other 2 from major banks. Due to our strong relationship with 1st tier valuer firms, we were able to deliver valuation reports of 5 commercial properties within 2 weeks and secure an excellent market value.

Mixed Property
Investment Property

PROPERTY DEVELOPER NEW TO THE CONSTRUCTION INDUSTRY

Client seeking construction loan for their first project in Australia

Our client was new to the building industry, and this was his first project in Australia. The project consisted of 8 high-end townhouses located in Melbourne, with the total gross development revenue amounting to $12,500,000. With our support on DM/PM, we were able to obtain finance approval from the Bank of Melbourne (a member of Westpac Group). We secured a very impressive interest rate of 4.31% p.a. for the construction loan, with a LVR of 60% of the total development cost.

MULTINATIONAL FULL LOAN HOLISTIC SOLUTION

1. Default client requiring urgent 2-week settlement of their off-the-plan property

The client was seeking a solution to settle their off-the-plan property within a two-week period. The client’s application was declined from the 1st tier lenders due to an unpaid default, although the client did make payment after learning about the unpaid defaults. To further complicate the issue, the client’s default payment information was sent to the debt collector, resulting in a longer time for this debt to be shown as a paid default on the credit report.
At IPS, we always act in the client’s best interest and we worked out a solution to finance the off-the-plan property. We settled the property on time and within client’s expectation, saving the client’s 10% deposit and securing their beloved property.

2. Australian citizen with an overseas income

One of our existing customers is an Australian citizen with an overseas income. The client was seeking a loan with 80% LVR, even though the major banks would only offer them 70% LVR due to their overseas income situation. We analyzed the personal situation of the client and we decided to apply for the loan from a non-major bank. Based on our in-depth knowledge of the mortgage market and policies of each lender, we were able to settle this case with 80% LVR and a 4.25% interest rate.

Mixed Property

CONTACT IPS

LEAVE A MESSAGE

Our friendly team at IPS is always on hand to assist you with any enquiries. Please fill out the contact form and we will get back to you shortly.

Suit 103, 233 Castlereagh Street,
Australia – Sydney, NSW 2000
Local: (02) 9264 4888







IPS PARTNER NETWORK