Ipsure PTY LTD



Ipsure Pty Ltd is a Corporate Authorised Representative of The FinancialLink Group Pty Ltd.
ABN 12 055 622 967
AFS Licence No: 240938

Financial Services Guide

Ipsure HomeInsurance ProductsIPSURE Financial ProductsSuperannuationEstate PlanningContact IPSURE

WELCOME TO IPSURE

Why IPSURE

Ipsure Pty Ltd. [ ABN 68 082 715 651 ], is PRIVATELY OWNED and has no ownership by any Large Institution or Accountancy Group. It can provide assistance to you with a full range of Financial & Insurance Services, and its representatives will only recommend a product or service after considering its suitability for your individual needs, objectives and financial circumstances.

Mission Statement

To develop Ipsure as a Privately owned group that will provide our clients with quality innovative financial products at a reasonable cost

OUR VISION
To be the most professional financial advisory service within the Financial Services Industry.

OUR AIM
To work as a group to assist our clients to achieve their financial goals, and to provide our clients with a standard of service which is second to none.

OUR QUEST
To expand Ipsure Financial Services Group into a profitable business based on first class service to our clients, quality innovative products, and professional ethics while remaining as a close family unit and assisting our staff to develop their potential through teamwork and continuing education.

The Ipsure Group Provides You With

Access to -   an Adviser 24 Hours a day
Multiple Insurance Companies
Multiple Investment Companies
Quality Products & Services
The Most Appropiate Advice

Assistance with -   Estate Planning
Financial Planning
Insurance Planning
Investment Planning
Finance Planning
Retirement Planning
Superannuation Planning
Wealth Creation

Who is IPSURE & How Will We Help You

Ipsure commenced operations in September 1993, with a goal to provide the best Insurance & Investment advice to all consumers. The Principal, Mark A. Harris, entered the Insurance Industry with the AMP Society in May 1985, and remained with the AMP Society until 1993. During this period he became a fully Accredited Life Insurance, Investment & Superannuation Adviser. The Insurance Industry was changing and Mark saw the need to change with it. You, the consumer, were demanding the most appropiate advice. This could not be achieved by staying as a Tied Agent with the AMP Society.

Ipsure was created in an attempt to provide clients with a choice between the Traditional method of purchasing Insurance Products or a fresh new approach, which would provide them with only the products that they need.

During our first interview, we conduct a CLIENT PROFILER. This provides us with a picture of your present Insurance & Investment PORTFOLIO. The information collected in this interview is then collated and a FINANCIAL NEEDS ANALYSIS is then prepared. This Analysis is then presented to you during our second interview. This Analysis will provide you with a list of recommendations, which you can either act upon or ignore. It will also provide you with a choice of products and companies based on the information that you have provided in our first interview.

Should you decided to act on any of our recommendations and utilise our services to meet your requirements we will then complete the required forms and submit them to the company you have chosen. Upon their acceptance we will then arrange another interview with you to answer any questions or concerns that you may have. We will then arrange a suitable time frame to review your Insurance & Investment program.

Who is Responsible for the Advice Given?

How will you pay for IPSURE's Services?

Code of Ethics

email  ::  info@ipsure.com.auph  ::  07 3812 1744fax  ::  07 3282 7515 Location :: 58 Brisbane Road, East Ipswich, QLD 4305 View IPSURE location
Copyright 2003 Ipsure Pty Ltd.   View Ipsure Privacy Policy
Ipsure Pty Ltd is an Authorised Representative of The FinancialLink Group Pty Ltd.
Site developed by WrenWare