07 5636 3800

IWM is an Independent

retirement planning practice

When IWM partners with a client, it sees itself looking after that person for life

Advice Without Conflict

IWM is not owned or influenced by any Bank or product provider and proudly provides unconflicted advice.

Customised Investments

Independent means that we provide the opportunity to create a personalised portfolio tailored to your needs

Retirement Experts

We are a team of advisors with a long reputable history in financial planning services

Client Focus

There are no two clients the same and thus our relationship with each individual has to be unique

independent wealth management

IWM is a family practice with clients who value close and long-term relationships with a team who truly knows and cares about them and their families.

We pride ourselves on putting the client first in everything we do for them. We highly value our client relationships and understand that everyone is unique and special and that they have different needs and requirements. This is why we tailor make solutions to ensure we obtain the best outcomes for our clients.

As we are totally independent and impartial, we are able to focus on our clients concerns, needs and requirements to provide comprehensive solutions that are not conflicted and are in our client’s best interests.

We understand that our clients have a need for a broad range of services and specialist advice, and that is why we partner with other highly qualified and experienced professionals. This allows us to deliver a one stop comprehensive service in Financial Planning, Tax & Accounting and Estate Planning.

“When IWM partners with a client, it sees itself looking after that person for life. This focus is reflected in our vision statement, which is to be a sustainable business that honours the lifelong commitment we have made to our clients”. Tony Walker

our vision

To be Australia’s most trusted financial planning business, truly independent, honouring our commitment to deliver best interest financial planning advice.

Contact Us


AFSL No. 493459

Suite 411, Lakehouse Corporate Space,
34 Glenferrie Drive, Robina, QLD, 4226


07 5636 3800