IW
Independent Wealth Partners
Independent Wealth Partners offre des conseils financiers indépendants et dignes de confiance pour les familles et les entreprises de Melbourne.
5(5 avis)
Comptable
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Independent Wealth Partners offre des conseils financiers indépendants et dignes de confiance pour les familles et les entreprises de Melbourne.
Independent Wealth Partners propose des services de comptabilité et de conseil financier à Melbourne et est salué pour ses conseils indépendants et dignes de confiance. Les clients soulignent les connaissances, le professionnalisme et l'approche accessible de Shane et Luke, qui simplifient des finances complexes tout en plaçant les intérêts de la famille au cœur de leur démarche. Les services comprennent la fiscalité, la gestion financière d'entreprise et personnelle, la planification de la retraite et une stratégie de patrimoine à long terme.
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Stratégies complètes de retraite et d'investissement adaptées à vos objectifs personnels et familiaux.
Gestion et planification fiscales expertes pour les besoins financiers des entreprises et des particuliers.
Conseil et accompagnement continus pour accroître et protéger vos actifs afin d'assurer une sécurité financière à long terme.
Conseils sur la gestion financière, la planification et l'optimisation pour les entreprises de toutes tailles.
Des plans personnalisés pour garantir une retraite sans stress et financièrement stable.
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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