Don’t take our word for it. Check out some of the great testimonials from our awesome clients.
When my husband died at only 59, I had no experience on how to invest our lifetime savings. Coming from a farming background I didn’t know who to turn to for advice.
Fortunately, a friend referred me to Tony Walker who has looked after me so very well for over 28 years.
I have been able sleep well at night knowing that my money is safely invested and Tony and the team at IWM have my best interests at heart.
IWM look after all of my financial needs including accounting, financial planning and estate planning. They are like family to me.
I am very happy to provide a personal testimonial for Tony Walker and his firm IWM. My late husband and I became a client of Tony in 1997 when we returned to Australia to retire after living and working overseas for 38 years.
My husband was a senior executive with one of the world’s largest companies working in Hong Kong, Singapore, Japan, Holland and the UK.
We met with a number of professional financial planning firms and Tony was the adviser we both chose and have been very pleased with the outcome and long-term relationship.
Tony stood out from the other advisers and firms and was the only one we both felt comfortable with and understood. Over the years Tony and his wife Mary have become good friends and have been like family to us.
I have relied heavily on Tony and the team since my husband passed away in 2006 and they have always been there for me. This has given me great comfort, security and peace of mind.
Les & Betty Gayton
Tony Walker has been a great help to us for the past 28 years. We first met Tony when we were in business and used his accounting firm to do our tax. When we initially sought advice from Tony the bulk of our money was invested in direct property. However, by working together with Tony over the years we were able to simplify and diversify our investments and strategies.
We now have a more manageable, flexible, tax effective and lower risk solution to our investments that better suit our retirement lifestyle needs.
It has been very comforting for us to have Tony and his team provide us with reliable, trustworthy and consistent advice over the years.
We are very happy to recommend IWM to anyone seeking financial advice, as it’s a firm you can trust and they will always place your best interests first.
Global Brand Marketing Executive
We have been with the financial advisors of Independent Wealth Management before the company was even established. For us, it is not about the company but more about the people who make up the company. While many financial advisory firms can provide good financial advice, the team at Independent Wealth Management are more than just advisors. They work hard to understand our needs and then strategically plan, with our involvement, for a sound financial future to meet those needs. And they do this in a totally transparent and personable way. They are honest, act with integrity and always focus on their client’s best interest. A meeting with the team at IWM is like getting together with very wise friends who always give you good advice.
Senior Management Professional
Director of Australian Men’s Shed Association
On moving to the Coast and being in semi-retirement I needed to have a financial adviser whom I could trust and feel very comfortable with. I was introduced to Mr Joe Walsh and subsequently to Independent Wealth Management.
Joe meets my requirements in every possible way, guiding us through the most trying of times and instilling the confidence that I need. I know that I am in good hands with Jose and Independent Wealth Management.
Dr Georgina Gibson
We are a couple who have moved our financial planning to IWM nearly three years ago. Our advisor is Lynda Griffith.
Since the moment we met at the spacious, beautiful IWM offices we felt we were in safe hands.
The small IWM team work together well and Lynda is a star. Lynda is competent, delightful, always thinking ahead, keeping us informed and patiently explaining in language we understand.
Our previous experience of financial planners concerned us when they were bought up by larger companies, like AMP. Once this occurred we felt our investment decisions were influenced by their interests and not ours.
With IWM we are getting INDEPENDENT wealth advice and management which means a lot to us.
The team are always approachable and agile and reach beyond expectations if needed.
I highly recommend Lynda and the IWM team. It is very reassuring to have her team looking after our financial interests.
’My Client Advisor at IWM, Lynda Griffith, consistently amazes me with her depth of industry knowledge and the insightful advice that she gives specifically for my situation. I always feel welcomed by staff at IWM and am very comfortable with the high standard of service that I receive.’
Ron and Margaret McLean
ASX Listed Director & Senior School Headmistress
David Bird first became known to us 16 years ago. At that time, I was the CEO of a very large Software company of which I am still the Deputy Chair. My wife, Margaret was a High School Principal. We were planning our retirement and searching for someone we could feel confident in as they established and managed our financial portfolio going forward. We investigated several options, and David and his team impressed us with their professionalism, thoroughness, and ability to provide a whole of life perspective. David himself came across as a very genuine person who was interested in us as people, offered high quality management and monitoring of our portfolio, and who we just had immediate affinity with.
We have never regretted our decision. David and his team have delivered what they said they would, and more. We are very happy with the management of our portfolio, ongoing clear communication with the team, and the outcomes of our portfolio. David has also taken an interest in our whole family and offered guidance in areas such as dealing with an Estate.
We have also enjoyed a positive relationship with Joe Walsh who also takes an active role in the management of our portfolio. The team at Independent Wealth Management offers exemplary service and communication.
At our time in life it is critical that we both feel that our financial future is secure, properly monitored and reviewed. This is important to us and to our family. Independent Wealth Management, and specifically David and Joe have enabled us to be very confident going forward.
Dr Belinda Kleinig
Myself, my sister Margaret who is a dental surgeon, and my father Dan who is a retired medical specialist have been clients of David for many years and in recent years with David and Lynda at Independent Wealth Management.
We have remained loyal clients because of their integrity and wise financial advice. They keep us up to date when there are important changes in the economy and have always invested our money wisely.
They look after our total financial needs and provide comprehensive assistance in areas such as Taxation, Financial Planning, Aged Care and Estate Planning.
They are very approachable and always available for any questions. We are very happy to remain clients as they always have our best interests at heart and provide us with the financial security and peace of mind that we need in these uncertain and ever-changing times.