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View IP Wealth's top competitors like Affinity Wealth Services, Aspire Wealth, and Elevate Wealth Solutions.

Prime Financial Group
Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals, businesses, and family offices across Australia. We partner with clients through all stages of their financial and business journey, providing expert support across wealth management, accounting and business advisory, capital and corporate advisory, SMSF solutions, and alternative asset investments. With a growing portfolio of specialist brands, including Intello, Equity Plan Management, Altor Capital, and Stock Doctor (Lincoln Indicators), we are committed to innovation, partnerships, and building long-term relationships that create real impact and value. Whether you’re growing your business, preserving family wealth, or investing for the future, we will connect you with the expertise and opportunities to achieve your goals and aspirations.
Southbank, AU
Public
$17.7M Revenue
http://www.primefinancial.com.au
162 Employees
PFG Ticker
InvestSMART Group Limited
InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life. Whether you’re saving for a home deposit or building wealth for a comfy retirement, InvestSMART does the hard work for you. We offer 10 low-cost, readymade investment portfolios featuring a blended mix of ETFs selected by our investment experts, for you to choose from. They offer you a hassle-free path to diversification. Most of our portfolios are celebrating their 10-year anniversary this year and we are pleased to say that they have consistently outperformed the majority of our peers (and there are hundreds of them) by 1% to 2% over that period. While we are proud of our achievements, we understand the importance of looking ahead with caution – after all, past performance doesn’t guarantee future results.
Sydney, AU
Private
$6.2M Revenue
http://www.investsmart.com.au
45 Employees
Aspire Wealth
We are a boutique accounting and tax consulting firm in bayside Port Melbourne with a true passion for helping people and businesses achieve their financial goals. We provide trusted advice and effective solutions to help create, manage and protect your wealth. Our aim is to develop and sustain long-term client relationships, working with you to improve your personal or business finances and achieve your financial freedom faster. What’s more, you will always be dealing with a partner, someone who will take time to explain and work through your options and guide you through important decisions. Aspire Wealth’s network of industry professionals also gives clients the freedom to access support in the areas of asset finance, bookkeeping services, law and financial planning.
Port Melbourne, AU
Private
$2.4M Revenue
http://aspirewealth.com.au
4 Employees

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