Insights

Thought leadership for the curious investor

What Now? Navigating the Identity Shift of Retirement

Freedom in business doesn’t happen by chance, it happens by design.

A New Horizon: Navigating the Financial Future for Canva Staff

Death tax by stealth… & how to avoid it!

Beyond the Numbers: The ‘Lipstick Effect’ and Other Hidden Economic Indicators

The Psychology of Wealth – Is there purpose beyond your paycheck?

Ready to Talk Money? Your Relationship Depends on It.

Are You Rich or Wealthy? There is a difference.

Aged Care Reforms: A Four-Month Reprieve – What It Means for Your Future

Cryptocurrency and the ATO

Independent Insights: IWP Strategic Update – Div 296 Tax ($3M Super Tax)

What to do when you have received an Inheritance?

Independent Insights: IWP – Market Update – June 2025

You’ve won Tattslotto! What happens next matters most

Why Ongoing Financial Advice Is Worth It (and Why It Matters More Than Ever Today)

Unlocking Tax Savings Before June 30th: Are You Prepared?

Protect Your UK Pension: Navigating the New (40%) Inheritance Tax in Australia

Independent Insights: IWP – Market Update – May 2025

Independent Insights: IWP – Market Update – April 2025

Independent Insights: IWP Market Update – February 2025

Increasing Your UK Pension Income: A Guide for Expats in Australia

Independent Insights: IWP – Strategic Update – The New Aged Care Act

Independent Insights: IWP – Market Update – September 2024

Independent Insights: IWP – Market Update – August 2024

Independent Insights: IWP – Market Update – July 2024

IWP Summary of the May 2023 Federal Budget

IWP Market Update – May 2024

IWP – Market Update – April 2024

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

IWP – Market Update – March 2024

Family Office Services offered by IWP

The Power of Perpetual Giving

Should I move my UK pension back to Australia?

Strategic vs Tactical Asset Allocation – What does history tell us?

Our model portfolios are our best thinking around how to put together portfolios designed to meet our clients’ objectives

AFR Article – Investing in Collectables

The market cycle of emotions

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

How do you line up your money with your why?

The intangible benefits of independent financial advice

Retirement: It’s more than just the money!