Independent Wealth Partners

Independent Wealth Partners provides Independent Financial Adviser services from Melbourne, operating on a 100 percent fee for service model with no commissions or kickbacks.

• Advice spans investment and capital management, accounting and tax, business consulting, and legacy and philanthropy planning, integrated into a single plan for each client.
• Holds AFSL 512433 (held by Independent Wealth Services), with Independent Wealth Partners Pty Ltd acting as Corporate Authorised Representative (AR 1286417).
• Portfolios are described as institutional grade and evidence based, tailored to individual client circumstances rather than sold on commission.
• Serves Australian clients from its Melbourne base, with particular expertise in superannuation, inheritance and UK pension matters for expats.

Best for: individuals or business owners in Melbourne wanting commission free, integrated advice across investment, tax, business and philanthropy from a single adviser.

Independent Wealth Partners offers Superannuation Advisory and Compliance support as part of its integrated, commission free financial advice model in Melbourne.

• Superannuation is named as a particular area of expertise, alongside inheritance and UK pension matters for Australian based expats.
• Superannuation advice is delivered under AFSL 512433 (held by Independent Wealth Services), with the firm acting as Corporate Authorised Representative (AR 1286417).
• Advice is provided on a fee for service basis with no commissions, aligning superannuation planning with each client’s broader investment, tax and philanthropy goals.

Best for: Australian expats or pre retirees needing superannuation and pension advice integrated with wider tax and estate planning.