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.
Is it time to have “the talk”?
As Ben Franklin so aptly said, “In the world, nothing can be said to be certain except death and taxes.” Yet the subjects of money and death are difficult topics for many married couples and many families; in some family cultures, these two topics may even be considered an absolute taboo.
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Brett has carefully watched after my interests to ensure that my returns are in keeping with my lifestyle. Since I set up in business on my own in 1995, I have become a more conservative investor, which Brett has understood and acted accordingly.
– John Cobby
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We have been clients of Brett Worby for over 10 years and have found him to exemplify IPC’s corporate values, professionalism, and business ethics. On a personal note, his character of being friendly, approachable, compassionate and extremely knowledgeable in a financial field.
– Paul and Helen Chumley