The organization upholds high standards of professionalism through its nearly 500 financial adviser representatives (FAR) and staff – specialists in planning, investments and insurance and which inexhaustibly includes retirement planning, legacy planning, business continuation planning, employee benefit planning, global funds, global property funds, alternative investments, life and health insurance, key owner / executive insurance, long-term care and comprehensive financial planning.
IPPFA has developed proven processes, systems and financial planning methodologies to advise and counsel clients on planning their financial future to achieve financial independence as well as lifetime financial security and success.
Our client’s financial goals and wellbeing are our number one priority. The IPPFA team work closely alongside each client, adapting processes when needed to ensure finances are optimised toward their goals.