Perspective through PlanningWe are client-focused financial service professionals, with over 20 years experience in the financial services industry.

Ian Bagnell

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment 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.


Ian's Blog Posts

Appointing An Executor IPC Private Wealth

17 September, 2019

Appointing an executor can be one of the last and/or biggest decisions of your life. Give a read to this insightful piece from IPC... Read more

Planning Your Financial Future Infographic

10 September, 2019

Major life events can have a dramatic effect on your financial plan; check out the infographic.... Read more

  • Being on par in terms of price and quality only gets you into the game. Service wins the game.

    - Tony Alessandra
  • One of the great secrets of life is that all that is really worth doing is what we do for others.

    - Lewis Carol