Making financial goals a wealthy reality

At Inpro, our advisers bring over 20 years of professional wealth management experience helping individuals, families and business’ secure, build & preserve their wealth.

Introducing Inpro Australia

INPRO is a professional advisory company focused on helping individuals and businesses understand, achieve or resolve their financial goals.  Over the past 30 years, INPRO’s advisors have delivered tailored, personalised solutions to clients seeking clear financial results and peace of mind for their financial future.  At our core, we strive to ensure our clients are able to realise their goals, free from financial anxiety by helping them continually make informed, good financial decisions.

“Knowing where you are & where you’re headed is far better than hoping for the ‘perfect’ tomorrow. Regardless of what stage you’re at, we’re here to ensure our clients remain on track by making intelligent financial decisions based on what matters most to them.”

Alex Kean

Our Process

No matter how simple or complex your needs are, our approach is built around client centricity ensuring everything we do is driven by you and your needs. Our objective is to provide you with the right advice, at the right time, every time.

01

Meet &
Research

Taking the time to identify your current financial position, understand what direction you wish to head, what obstacles your face and what you value most.

02

Strategy
Development

Plotting the course and documenting the pathway for your financial success. Documented advice not only gives you the greatest chance of achieving your goals but gives you peace of mind for your future.

03

Presentation &
Implementation

We take the time to ensure you understand and are comfortable with, your strategy and the options available. Through following a clear and detailed action plan, our clients know the steps they need to take in order to achieve a longer-term outcome, aligned to their financial goals.

04

Ongoing
Advice

Winds don’t blow in the same direction and tides change, by taking the time to understand your position, we are best able to anticipate and react to changing conditions as life invariably changes.

Ready to plan your future? We can help…

Ready to plan your future? We can help…

Ready to plan your future?
We can help…

Our Values

Everything we do is about you. Our sole purpose of being is to help you make intelligent and informed decisions about money so that you can focus on & lead the life you want.

  • We achieve this by building a strong partnership with our clients based on mutual respect & trust. This begins with and ends with being transparent with all of our advice, all of the time.

  • Our education, experience and perspective enables us to deliver intelligent solutions based on well researched strategies that are constantly assessed to keep our clients on track.

  • The three cornerstones of any successful partnership are: respect, trust and dependability. We pride ourselves on always delivering a high level of service, and advice you can rely on by a team who you can depend upon.

Financial Knowledge Centre

A library of information designed to help build your knowledge & financial literacy.

Latest News

Market Update with Alex Kean… June 2023

Market Update with Alex Kean… June 2023

Alex Kean shares his insights and feedback on the market throughout the second quarter 2023.

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General Advice Warning

The material on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any information in this website is intented to be general in nature & not to influence any action related to any particular product or type of financial product, it should not be interpreted as advice. Before making any financial, investment or insurance decisions you should consider whether it is appropriate to your particular needs, objectives and financial circumstances. In addition, the examples provided on this website are provided for illustrative purposes only. Although every effort has been made to verify the accuracy of the information contained on this website. The Advice Exchange, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this website or any loss or damage suffered by any person directly or indirectly through relying on this information.

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