Independent Wealth Partners Summary of the May 2023 Federal Budget

The advantages of using an adviser to help you manage your money

At Independent Wealth Partners, we offer a structure that allows families to professionalise their wealth management and creation. Our family office services are designed to protect and preserve your family’s wealth into the future, meeting your goals and objectives with a structured level of decision making.

Strategic Asset Allocation versus Tactical Asset Allocation - What does history tell us?

Should I move my UK pension back to Australia?

Strategic Asset Allocation versus Tactical Asset Allocation - What does history tell us?

In order to determine an appropriate investment strategy that is most likely to be “successful” for an investor, it is necessary to be clear on the investment purpose and the investment beliefs the investor holds.

When clients raise the topic of investing in collectables with financial adviser Shane Nicholas, his first question is just one word: “Why?”

Investors all start with optimism. We commonly expect things to go our way, or we end to expect a return for the risk of investing.

We take an evidence based approach to managing our client's money

Often as our clients trusted financial advisers we are in the privileged position to sit with them as they outline their greatest fears, their greatest aspirations and how those aspirations aren’t being met because money or life gets in the way.

Sometimes the value that we provide as independent financial planners is tangible - we can specifically point to some tax savings that have been made, some social security that has been gained or some investments that have delivered gains. However, more often than not the value can be intangible.

For a long time, the media, super funds and most financial planners have given what was thought to be very sage advice to those about to retire which has focussed primarily on the money.