Jonathan Dunne

IPS Wealth Management

20 Yrs Experience
Newcastle, NSW 2300

Welcome to IPS Wealth Management! We understand that managing your finances can be a daunting task, which is why we are here to provide you with expert guidance and personalised solutions.

Our team of experienced financial planners are dedicated to helping you achieve your financial goals and secure your financial future. Whether you are planning for retirement, saving for your children's education, or simply looking to grow your wealth, we will work with you to create a tailored financial plan that aligns with your unique needs and aspirations.

Our comprehensive approach to financial planning includes assessing your current financial situation, developing a customised strategy, and regularly reviewing and adjusting your plan as needed. We also provide ongoing support and education to help you stay on track and make informed financial decisions.

At our financial planning firm, we prioritise transparency, accountability, and client satisfaction. We strive to build long-term relationships with our clients based on trust and mutual respect. Our ultimate goal is to help you achieve financial security and peace of mind.

Thank you for considering our services. We look forward to working with you to achieve your financial goals.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

IPS Wealth Management

Level 3, 7 Newcomen Street
Newcastle, NSW 2300

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Advice Evolution

AFSL 342880