Capital Management
Portfolios with Purpose. Backed by Evidence.
At Independent Wealth Partners, capital management is about more than investment selection — it’s about aligning your capital with your life.
We construct and manage portfolios grounded in global research, delivered with institutional rigour, and tailored to your goals. As Melbourne-based independent financial advisers, we ensure your portfolio supports your broader life plan — not just market benchmarks.
Powered by Institutional-Grade Capability
Our portfolios are designed in collaboration with Willis Towers Watson (WTW) — one of the world’s largest institutional investment consultants. With over $4 trillion in assets under advisory, WTW brings scale, depth and global perspective — delivered locally.
This gives you access to the same investment quality used by sovereign funds and pension plans, adapted to your personal wealth journey.
structured portfolios
- Evidence-based, not opinion-driven
- Cost-effective and transparent
- Tilted toward long-term return drivers (size, value, profitability)
- Designed to reduce emotional decision-making
- Aligned with your life and goals
SPIVA research shows most active managers underperform over time — especially after fees. By following a disciplined, structured approach, we increase your chances of long-term success.
Capital aligned
with your life
We don’t speculate. We don’t time markets. We focus on:
- Asset allocation
- Diversification
- Cost control
- Behaviour
Every portfolio we build is part of your overall plan — whether you’re growing wealth, preparing for retirement, or stewarding generational capital.
Book a call
Capital management should be calm, clear, and consistent.
As Melbourne-based independent financial advisers, we keep your capital working for what matters most.
- 03 8393 9371
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Level 16/530 Collins St,
Melbourne Vic 3000
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