Retirement: It's more than just the money!
For a long time, the media, super funds and most financial planners have given what was thought to be very sage advice to those about to...
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Thought leadership
for the curious investor
Emerging insights, trends, perspectives, and resources for greater context.
Financial Advice
The advantages of using an adviser to help you manage your money
Investing money with the services of a trusted adviser
The intangible benefits of independent financial advice.
6 intangible benefits
Should I move my UK pension back to Australia?
Moving your UK Pension to Australia – Navigating the complexities
Legal & Philanthropy
The Power of Perpetual Giving
In recent years, my colleagues at Independent Wealth Partners and I have noticed that philanthropy is becoming more front-of-mind with...
Capital Management
IWP Summary of the May 2023 Federal Budget
Federal Budget Briefing - May 2023
AFR Article - Investing in Collectables
Dinner party faux pas lure young investors to wine investments
We take an evidence based approach to managing our client's money
Independent Wealth Partners
Investment Philosophy
How do you line up your money with your why?
Helping our clients understand
the role of money
Our model portfolios are our best thinking around how to put together portfolios designed to meet our clients objectives
Constructing diversified model portfolios
Family services offered by IWP
Family Office Service Offering
The market cycle of emotions
When things are great, we feel that nothing can stop us. And when things go bad, we look to take drastic action. Because emotions can be...
Strategic Asset Allocation versus Tactical Asset Allocation - What does history tell us?
Why time in the market is better than timing the market
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