Philanthropy
Creating Impact with Intention
At Independent Wealth Partners, we believe wealth is not just about what you accumulate — but what you enable.
Many of our Melbourne-based clients are looking to give back, support meaningful causes, or leave a lasting legacy. We help make that generosity structured, strategic, and sustainable.
Thoughtful giving, aligned to your values
- Integrate philanthropy into retirement or estate plans
- Establish charitable trusts or PAFs
- Maximise the impact of tax-effective donations
- Involve family in shared giving goals
- Ensure your capital continues to reflect your values
Connecting capital
to community
Our approach to giving is grounded in the same evidence-based thinking we apply to your overall financial plan. That means:
- Strategic intent
- Clarity around structure
- Long-term impact — financial, social and generational
Philanthropy is often the final expression of a life well lived. As Melbourne-based advisers, we’re here to help shape that legacy with clarity and care.
Book a call
Let’s start
a conversation
Get proactive, strategic advice from Melbourne-based Accountants who see the big picture.
- 03 8393 9371
-
Level 16/530 Collins St,
Melbourne Vic 3000
" " indicates required fields