IWM is an Independent
When IWM partners with a client, it sees itself looking after that person for life
independent wealth management
IWM is a family practice with clients who value close and long-term relationships with a team who truly knows and cares about them and their families.
We pride ourselves on putting the client first in everything we do for them. We highly value our client relationships and understand that everyone is unique and special and that they have different needs and requirements. This is why we tailor make solutions to ensure we obtain the best outcomes for our clients.
As we are totally independent and impartial, we are able to focus on our clients concerns, needs and requirements to provide comprehensive solutions that are not conflicted and are in our client’s best interests.
We understand that our clients have a need for a broad range of services and specialist advice, and that is why we partner with other highly qualified and experienced professionals. This allows us to deliver a one stop comprehensive service in Financial Planning, Tax & Accounting and Estate Planning.
“When IWM partners with a client, it sees itself looking after that person for life. This focus is reflected in our vision statement, which is to be a sustainable business that honours the lifelong commitment we have made to our clients”. Tony Walker
To be Australia’s most trusted financial planning business, truly independent, honouring our commitment to deliver best interest financial planning advice.