03 9824 5533

I+M Wealth Partners

This partnership was created by our response to the needs and requests of our clients.

For many years, we had a relationship with John Brady and his team at Principal Partners. Our feeling has always been that their work ethic is similar to our own: putting the client first and providing pragmatic advice that is thoughtful and creative. Their service standards are first class and they are wonderful people to deal with. They offer genuinely independent advice and are not beholden to large financial institutions with a vested interest.

We Can Assist With

R

Wealth accumulation strategies

R

Core super assets management

R

Investment opportunities

I+M Wealth Partners

This partnership was created by our response to the needs and requests of our clients.

For many years, we had a relationship with John Brady and his team at Principal Partners. Our feeling has always been that their work ethic is similar to our own: putting the client first and providing pragmatic advice that is thoughtful and creative. Their service standards are first class and they are wonderful people to deal with. They offer genuinely independent advice and are not beholden to large financial institutions with a vested interest.

We Can Assist With

R

Wealth accumulation strategies

R

Core super assets management

R

Investment opportunities

Over time, we have had many clients looking to us for more direct assistance with wealth creation or help in sourcing investment opportunities.

TALK TO US TODAY TO SEE HOW WE CAN HELP

In October 2013, we launched I+M Wealth Partners. This evolution of our planning and wealth management offer was a natural extension to our services. It is a joint venture with Principal Partners and we work together closely with their team; sharing staff, resources and accessing further technical skills.

This joint venture allows us to offer you a qualified, experienced and trusted adviser based here in our Malvern office. Now you can take advantage of our fully integrated solution, with services such as:

 

  • Wealth accumulation strategies: structuring, estate planning and insurance.
  • Core super assets management: based on agreed investment strategy.
  • Access to unique investment opportunities.

This service complements our superannuation service led by specialist partner, Amanda. She and her team are able to provide guidance on all aspects of managing your retirement funds, including transition to retirement strategies, pensions and lump sum payments.

 

MAKE A NO OBLIGATION APPOINTMENT TODAY

TALK TO US TODAY

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