Since we were established in 2002 we have provided financial information to over 10,000 people.
ipac south australia started out as portfolio planning solutions in 1978. It was established to service the financial needs of the people of South Australia.
Our Story
Just as we strive to help clients understand what's important to them & plan accordingly, we also have a code of values we live by. These values are at the heart of everything we do.
We don't just say them - we live by them. Our goal is to be able to send a loved one to any adviser within ipac & to know they will receive the empathy, respect, consistent service and understanding they deserve.
Our Founders
ipac is a specialist financial advice and investment management firm. The founding directors include Paul Clitheroe, author and Chairman of the Australian Government's Financial Literacy Board, and Arun Abey one of Australia'�¢?�¢s most respected investment strategists and commentators.
ipac offers the benefits of boutique size with large-scale backing. The firm remains small enough to deliver the close, personal relationships that have made us a financial advice leader in Australia.
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