
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
Wealth accumulation strategies
Core super assets management
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
Wealth accumulation strategies
Core super assets management
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
- Wealth accumulation strategies: structuring, estate planning and insurance.
- Core super assets management: based on agreed investment strategy.
- Access to unique investment opportunities.
MAKE A NO OBLIGATION APPOINTMENT TODAY
TALK TO US TODAY
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