Bringing over 15 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
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Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
I recently met with Paul and Lucille from the Investment Planning Counsel (IPC) team of financial consultants, and was delighted at the level of professionalism I had received. It was rejuvenating to realize there are still people out there who are considerate, knowledgeable, and can relate to my personal goals and aspirations. They have a real passion and desire to ensure they fully understand my situation so they can offer the best, logical solutions to ensure financial success and confidence. I sincerely recommend Paul and Lucille along with the services IPC offer.
I am delighted with your personal service. It is refreshing and a relief to work with Paul and Lucille, advisers who are truly interested in my needs, circumstances and preferences. What really impressed me was the way you both took the time to get a feeling for where I was at, and your depth of knowledge and your common sense approach is refreshing. Your professional, ethical and caring demeanor gets my trust and respect and I would happily recommend your services to others.