• Estate Planning

    Estate Planning A necessary discussion

    It’s never too early to start your estate plan and have the conversation with your family. Read our report that can help you prepare to have the talk today!

    Learn More
  • Your Future is In Good Hands

    Your Future is In Good Hands

    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

    Book your Appointment Today
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    What is your retirement plan?

    Take Control of Your Retirement Income is an eBook that outlines what to consider when it comes to determining how much income you will need in retirement.

    Read the ebook
  • Is Retirement closer than you Realized?

    Is Retirement closer than you Realized?

    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

    Don't wait! Contact us today.
Perspective through PlanningWe are a group of client focused financial service professionals, with over 50 years experience in the financial services industry.
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Ian Bagnell & Phil Jackson of Perspective through Planning

Contact Our Team

Our clients know they can rely on:

  • a defined, consistent approach to financial planning 
  • a committment to a long term relationship
  • a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
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Latest Blog Posts

Get Fiscally Fit for 2014

1 January, 2014

Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

Cure Retirement Anxiety

23 December, 2013

Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

Special Report: Brexit Update

It has been almost a week since we heard the news about Britain’s vote to leave the European Union (EU). In that time investors have had a chance to reflect, and the dust has begun to settle. Click here to read more

IPC Manager Insights

IPC Manager InsightsFeaturing short audio interviews with our IPC Private Wealth investment specialists. Click here to read full report
 
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  • One of the great secrets of life is that all that is really worth doing is what we do for others.

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