IWM has a team of Retirement Planning experts who have been providing quality advice to Australians for over 35 years.
We provide comprehensive Financial Planning Services, including:
- Pre and Post Retirement Planning.
- Development of customised Investments and Strategies.
- Specialist advice on Superannuation and Self-Managed Super Funds.
- Obtaining the best outcomes for our clients with Taxation and Centrelink planning.
- Taxation and Estate Planning strategies.
- Portfolio and Risk Management.
- Assisting with transition to Retirement Homes and Aged Care facilities.
We ensure that our clients have a safe and diversified spread of investments, so they don’t have all their eggs in one basket.
Most importantly, we assist our clients in achieving their goals and objectives, so they can live the lifestyle they want in retirement.
- IWM is a truly independent firm focused on our clients’ unique needs and circumstances.
- We offer a one-stop solution to our clients’ retirement planning needs.
- Delivery of a highly personalised and friendly service. Our clients are like our family and value the relationship we have with them.
- Provision of a personalised ongoing review service to ensure our clients remain on track to achieving their goals and objectives.