07 5636 3800

Advice without Conflict

advice without conflict

Sadly, the vast majority of financial planning firms in Australia are affiliated with a major financial institution and used to sell their products and services to their clients.

This means that their advice is neither independent nor impartial and therefore conflicted and may not always be in the best interests of their clients.

We are not affiliated with any financial institution, have no product affiliations nor receive incentives or commissions for investing in any product. We are totally fee based.

We provide truly independent financial advice that is tailored specifically to your financial situation, lifestyle and future goals. Our philosophy is simple. We work in the best interests of our clients so that they can enjoy their retirement in the knowledge that they are financially secure!

Our Difference

  • IWM works for the benefit of its clients, so everything we do must be of value to the people we have the privilege and honor of serving.
  • All members of the IWM team are salaried employees and receive no incentive other than to obtain the best outcomes for our valued clients.
  • We are completely fee based and receive no commissions or financial incentives to promote any product or services.
  • IWM is a local private firm owned by staff members who are committed to serving our clients and ensuring their long term financial security and peace of mind.

AFSL No. 493459

Suite 411, Lakehouse Corporate Space,
34 Glenferrie Drive, Robina, QLD, 4226


07 5636 3800