IW
Independent Wealth Partners
Independent Wealth Partners ofrece asesoramiento financiero independiente y de confianza para familias y empresas en Melbourne.
5(5 reseñas)
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Independent Wealth Partners ofrece asesoramiento financiero independiente y de confianza para familias y empresas en Melbourne.
Independent Wealth Partners ofrece servicios de contabilidad y consultoría financiera en Melbourne, ganando elogios por su orientación independiente y de confianza. Los clientes destacan el conocimiento, la profesionalidad y el trato cercano de Shane y Luke, mientras simplifican las finanzas complejas y ponen los intereses de la familia en primer lugar. Los servicios incluyen impuestos, gestión financiera empresarial y personal, planificación de la jubilación y estrategias de riqueza a largo plazo.
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Estrategias integrales de jubilación e inversión adaptadas a tus metas personales y familiares.
Gestión y planificación fiscales expertas para las necesidades financieras tanto empresariales como personales.
Asesoramiento continuo y apoyo para hacer crecer y proteger tus activos, asegurando la seguridad financiera a largo plazo.
Guía sobre la gestión financiera, planificación y optimización para empresas de todos los tamaños.
Planes personalizados para garantizar un futuro de jubilación libre de estrés y financieramente estable.
Shane, Brigitta and the whole IWP Financial Planning team have been patient and caring in working with us on plans for retirement over the past 18 months. It has been a real relief to have done this, as I was unexpectedly made redundant only last month! We had spent many hours engaging with Shane and Brigitta prior, so the process of being made redundant actually played out without any major financial challenges. Otherwise I suspect that redundancy would have been even more stressful. We are confident that we now have a considered financial plan and financial future in place. 5 Stars from us!
We can’t recommend Shane and the team at IWP highly enough. We’ve been working with Shane now for over 5 years and feel very fortunate to have someone we can trust for independent financial advice. I always leave our interactions confident our financial future is in good hands. Shane listens, he simplifies what is complex in the finance world and offers sound advice with our family at the foremost priority.
We have been working with Shane and Luke from Independent Wealth Partners for the past two years. In this time, Shane and Luke have assisted us greatly with our taxation and financial management for our business and personally needs. Their knowledge, expertise and professionalism is highly condemnable. With their assistance and guidance, they have enabled us to become in control of our current and future financial matters. We really enjoy working with them and their dedicated team who are always approachable and friendly. Both Shane and Luke always make us feel that they have our family’s best interest at heart. We highly recommend both Shane, Luke and their team at Independent Wealth Partners. Samantha & Daniel
I've worked with Shane and Luke for 'a long time' and their advice + support has not only ensured a successful outcome in my wealth planning, its also taught me a lot and kept me sane. I highly recommend them and the team at IWP.
We have been using Independent Wealth Partners for several years and have always been extremely happy with the services provided. Luke and Shane have given us great advice, and we look forward to working with them again
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