Financial Planning Process

At IPP, we employ a Six-Step Process that favours needs-based advice. We apply this process taking into consideration our clients' needs around Wealth Accumulation, Wealth Protection, Wealth Management and Wealth Distribution via Wealths model.

Establish a Client-Planner Relationship

Your IPP Adviser will work towards a 'meeting of minds' to understand your financial aspirations. With this campatibility established, your adviser will be able to work with you towards meeting your expections and achieving your financial goals.