@iwpgroup
Purpose Driven. Independent.
Why Ongoing Financial Advice Is Worth It (and Why It Matters More Than Ever Today) — Independent Wealth Partners
Why Ongoing Financial Advice Is Worth It (and Why It Matters More Than Ever Today) — Independent Wealth Partners
Did you know financial advisers in Australia can deliver around 5.7% in annual value? This includes behavioural coaching, asset allocation, and tax-savvy planning. But the true worth of ongoing advice goes even deeper, especially today. Our latest article by Lynn Zhao explores why consistent financial guidance is more critical than ever.
IWP in the Australian Financial Review (AFR)
IWP in the Australian Financial Review (AFR)
Support IWP in the Push for Better
Support IWP in the Push for Better
3,214 push-ups in 23 days. 4-26 June 2025. Level up your physical and mental fitness while making a difference to the mental health of all Australians.
Unlocking Tax Savings Before June 30th: Are You Prepared? — Independent Wealth Partners
Unlocking Tax Savings Before June 30th: Are You Prepared? — Independent Wealth Partners
Maximise Your Tax Savings Before June 30th! With the financial year-end rapidly approaching, this essential guide reveals actionable strategies to help you optimise your tax position. Don't miss out on opportunities to potentially reduce your tax bill by acting before June 30th.
Avoiding the new 40% UK Inheritance Tax
Avoiding the new 40% UK Inheritance Tax
Inheritance tax (IHT) and UK Pensions is not something that we have been accustomed to. Unfortunately, in a significant shift in Autumn 2024, the UK Government announced that UK Pensions will be included in the Inheritance tax (IHT) regime starting from April 2027.
IWP Website
IWP Website
Independent Wealth Partners is a Melbourne based team of Independent Financial Advisers and Accountants that are professional experts helping you reach your goals, dreams and aspirations.
IWP • YouTube
IWP • YouTube
Purpose Driven. Independent. Uncovering whɑt's importɑnt to you, ɑnd using weɑlth to ɑccelerɑte ɑ life with choice, is the foundɑtion of everything we do. IWP ɑre your inner circle of experts ɑcross: - Accounting ɑnd Tɑx - Cɑpitɑl Mɑnɑgement - Philɑnthropy ɑnd Legɑcy - Finɑnciɑl Plɑnning It's time to redefine the role of weɑlth in your life, ɑnd discover the freedom of choice ɑnd finɑnciɑl security. Independent Wealth Partners Pty Ltd is an Authorised Representative of Independent Wealth Services Pty Ltd (AFSL 512433). This account contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the strategies and products are right for you
IWP • Instagram
IWP • Instagram
IWP • Facebook
IWP • Facebook
View on mobile