PACE Wealth
Wealth & Protection
You deserve expert advice and professional service with access to a wide range of choices. Our genuine client-first approach ensures that the value we bring goes far beyond whichever products you hold. This means every step we take is determined by the strategy approved by you, the client.
PACE Wealth is a boutique financial planning practice catering for successful individuals and business owners. We specialise in business insurance, personal risk insurance, superannuation and retirement planning. We provide easy to understand insurance solutions and offer tailored investment advice including strategies for superannuation and retirement incomes.
We understand that each business and person has their own unique needs and that by consulting with us you give us your trust and confidence.
Choosing PACE Wealth to secure your future ensures honest and proactive advice, combined with expertise and a streamlined client experience that you can rely on.
IAN SHERLOCK
Senior Financial Advisor
Authorised Representative Number 465815
Prior to joining PACE Wealth Ian provided financial advice to business owners and high net worth clients and their businesses as a Senior Financial Planner with NAB Business Bank. Before NAB, Ian was a financial planner for CBA both in Melbourne and on Sydney's north shore. Over this time Ian has gained extensive experience advising on personal and business risk management, wealth accumulation strategies, superannuation and retirement planning.
Ian has been awarded the internationally recognised CERTIFIED FINANCIAL PLANNER® professional designation by the Financial Planning Association of Australia Ltd. Ethics, expertise and positivity with a ‘can-do’ approach are the foundations to Ian's many successful client relationships.
HJP Financial Pty Ltd trading as Pace Wealth and its advisers are Authorised Representatives of PetersMcKeown Pty Ltd AFSL 296198.
Licence