Financial Planning
Financial planning isn’t
about chasing more.
For our clients — whether you’ve built a business, grown significant assets, or are approaching retirement — it’s about aligning your wealth with the life you want to live and the legacy you want to leave.
As Melbourne-based independent financial advisers, we help you take control of the complexity. With calm, considered advice and sharp technical thinking, we ensure your financial decisions reflect what matters most — now and into the future.
What is financial planning, really?
For business owners, it might be about preparing for a transition or succession. For those nearing retirement, it’s about gaining clarity on what’s next and how to fund it. For high-net-worth clients, it’s about strategy, stewardship, and purpose.
At its heart, financial planning is about using your financial position to create options — for life, for family, for legacy. That might mean:
- Structuring your wealth to reduce risk and tax while boosting flexibility
- Reshaping your investment portfolio to align with your goals
- Navigating superannuation and pensions with confidence
- Planning for business exit, sale, or intergenerational transfer
- Protecting your assets — and the people who depend on you
- Clarifying your estate intentions and ensuring they’re carried out
- Creating a giving strategy that reflects your values
We help you make decisions that are not only smart, but deeply aligned with how you want to live.
work
1.
We start with the why
What does wealth mean to you? What are you working toward?
2.
We map the landscape
Assets, structures, cash flow, super, investments — we get the full picture.
3.
We design the strategy
Retirement, sale, succession, legacy — we create the path.
4.
We walk with you
Life evolves. So do your goals. We stay aligned every step of the way.
Why choose
Independent Wealth Partners?
Truly independent — As Melbourne-based financial advisers, we work only for you. No commissions. No conflicts.
Clarity and depth — We translate complexity into confidence.
Holistic — We work closely with your accountant, lawyer or family office.
Trusted by high-stakes clients — Business owners, professionals, and families with significant wealth.
Book a call
Let’s talk
If you’re looking for clarity, confidence and an enduring partnership — we’re ready when you are.
- 03 8393 9371
-
Level 16/530 Collins St,
Melbourne Vic 3000
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