Independent Wealth Management

Welcome to Independent Wealth Management (IWM), a leading establishment in the finance industry located at 34 Glenferrie Drive, Robina, Australia. At IWM, we pride ourselves on providing unconflicted and personalized advice to our valued clients.

As an independent institution, we are not owned or influenced by any bank or product provider. This means that we have the freedom to create tailored portfolios that meet the unique needs of each individual. Our team of experienced advisors has a long and reputable history in financial planning services, ensuring that you receive the highest level of expertise and guidance.

At IWM, we understand that no two clients are the same. That's why we believe in building close and long-term relationships with our clients, truly getting to know them and their families. We put our clients first in everything we do, valuing their unique needs and requirements. Our goal is to provide comprehensive solutions that are in their best interests, free from conflicts of interest.

In addition to our independent status, we recognize that our clients often require a broad range of services and specialized advice. That's why we have partnered with highly qualified professionals in Financial Planning, Tax & Accounting, and Estate Planning. This allows us to deliver a one-stop comprehensive service, ensuring that all aspects of our clients' financial needs are met.

Our commitment to our clients is reflected in our vision statement, which is to be a sustainable business that honors the lifelong partnership we have with them. We aim to be Australia's most trusted financial planning business, delivering truly independent and best interest financial planning advice.

We invite you to visit us at Suite 411, Lakehouse Corporate Space, 34 Glenferrie Drive, Robina, QLD, 4226. Experience the difference of working with a team that genuinely cares about you and your financial future. Contact us today to schedule a consultation and let us help you achieve your financial goals.