Company description
We believe that each family in Australia deserves to be free from debt and have access to the knowledge and tools required to become financially independent.
We analyse your current financial situation, develop a tailored financial plan, implement the plan and strategies and provide ongoing support and advice. We pride ourselves on providing innovative solutions and objective advice in light of changing economic and legislative times.
We’ve identified three key business values which reflect how we view money and how we interact with our clients and partners:
People before progress – At IWM our priority is achieving our clients goals by providing sound advice. Our focus is on building trust with our clients and associated professionals.
Excellence – We don’t settle for ‘decent’ or ‘better than before’. We seek excellence in determining complete holistic financial solutions for our clients. Excellence is rare to come by in this world and is the standard we measure ourselves against.
Playing to our strengths - We deliver fantastic financial plans and achieve our client’s life goals. We partner with trusted professionals (i.e. Accountants, solicitors etc.) in order to provide holistic financial solutions for our clients.
