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FAQs

General – About iPro Wealth

Who is iPro Wealth?

iPro Wealth is an independent Australian-owned company helping individuals take control of their financial future. We specialise in connecting you with trusted advisors who provide tailored wealth strategies.

Why should I trust iPro Wealth?

Every advisor we work with is thoroughly vetted, qualified, and backed by our Advisor Guarantee. Our independence means we only recommend what’s best for you—not for banks or large institutions.

Do you only work with superannuation?

While super is a core focus, our services also cover retirement planning, property strategies, insurance solutions, and estate planning so your entire financial picture is covered.

 

Where are you based?

iPro Wealth operates across Australia with both in-person and online consultations, making it easy to access advice no matter where you live.

Advisor Process

How do I get started with an advisor?

Simply book a consultation with us. We’ll review your goals and situation, then match you with the most suitable advisor for your needs.

What happens in the first meeting?

The initial meeting is all about understanding your financial goals and answering your questions. You’ll walk away with a clear idea of your options and next steps.

Can I change my advisor if I’m not satisfied?

Yes. If you feel the advisor isn’t the right fit, we’ll connect you with another professional at no cost until you’re completely comfortable.

Do I have to commit right away?

Not at all. The first consultation is obligation-free. You only proceed when you’re confident the advice is valuable to you.

Super Wealth Check

What is the Super Wealth Check?

It’s a free review of your current superannuation. We look at fees, performance, insurance, and strategies to ensure your retirement savings are on track.

How long does the Super Wealth Check take?

The process usually takes less than 30 minutes, and you’ll receive a summary of findings and potential opportunities.

Is the Super Wealth Check really free?

Yes. There are no hidden fees. You’ll only pay if you choose to move forward with a financial plan through one of our advisors.

What if my super is already performing well?

That’s great news! The check will confirm that you’re in the right place. If improvements can be made, we’ll highlight them for you.

Pricing & Costs

How much does it cost to get started?

Nothing. The Super Wealth Check is 100% free. You’ll only pay if you decide to implement a tailored financial plan.

How are advisor fees charged?

In most cases, fees are structured so they can be paid directly from your superannuation—meaning no out-of-pocket costs for you.

Are there any hidden fees?

No. Transparency is one of our core values. All costs are disclosed upfront before you make any decisions.

What if I don’t go ahead after my consultation?

That’s completely fine. If you decide not to proceed, there’s no charge and no obligation.

Risks & Disclaimers

Is financial advice guaranteed to grow my money?

No. All investments involve some level of risk. However, professional advice helps you make informed decisions and manage those risks effectively.

What if the markets go down after I invest?

Market fluctuations are normal. Our advisors build strategies designed for the long-term, balancing growth with protection.

How do you protect my personal information?

We follow strict Australian privacy laws and use secure systems to ensure your data is safe and confidential.

Are the advisors independent?

Yes. The advisors we connect you with are not tied to banks or large institutions. This ensures you receive advice in your best interests.