Melbourne 03 8615 0600
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Sydney 02 9011 6633
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Adelaide 08 8463 0640
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Darwin 08 8948 1222
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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

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Prior to joining PACE Wealth Ian provided financial advice to business owners and high net worth clients 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. This means that your strategy and advice relationship are in safe hands.

As a father of three young children Ian is an advocate of correctly managing any risks in order to ensure that families are able to work towards achieving their overall long term objectives. After all, financial security is a key element to having a happy and successful life.

Ian has been awarded the internationally recognised CERTIFIED FINANCIAL PLANNER® professional designation by the Financial Planning Association of Australia Ltd. Ethics, expertise and positivity are the foundations to Ian’s many successful client relationships. The benefit to you is the expertise and trust associated with the highest standard in the industry.

Call 03 8615 0602 and book a face to face meeting with Ian to discuss what is important to you.

Fortnum Financial Advicers

Pace Insurance Pty Ltd trading as Pace Wealth and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers
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