Bringing over 40 years of experience to providing 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.
One of the things that has made my retirement a pleasure is financial security. The gentleman I owe thanks to for that is Claude Sampson. He has always been available to answer questions, offer advice and ensure my portfolio was progressing well. In today's world, it's wonderful to have someone you trust, who is dedicated and truly cares about the people he has as clients.
Our family has been more than satisfied with our dealings with the IPC office in Sydney. Claude has always been very insightful and helpful, while with David, after twenty three years- he is not just an advisor, he is also a good friend. We have no problems relying on him for his expertise, objectivity and individual attention to us which enables us to pursue our financial goals with confidence.