Independent Wealth Partners

Independent Wealth Partners is a truly independent financial advisory practice that helps their clients align their goals, dreams and aspirations with their money. 

As they’re independent, they’re able to act as their clients trusted financial advisor without the client fearing that their advisor isn’t acting in their best interests. 

IWP works with their clients to build a financial roadmap that works for them in their own unique way which gives them the freedom, clarity and control to move forward with purpose.  

Key Challenges for GPs, Doctors, Dentists and Medical Professionals:

Independent Wealth Partners understands that there are a number of key challenges that Medical Professionals face when managing their finances. Medico clients typically highlight these as:

• Time constraints. A genuine lack of time to satisfy their preference to research the best approach to managing their financial future. A lot of  medico’s talk about their desire to do their own research, however, unfortunately they don’t have the time.
• Cashflow concerns. Cashflow pressures to the point where they have felt they are often left short as a result of mortgage obligations, high tax obligations and school fees to pay. Not understanding what is coming up and then not having the time to plan for that leaves many medicos stressed about money and then embarrassed that they aren’t managing their significant incomes effectively.
• Limited earning years. A recognition that they will typically earn very high incomes, but have a limited amount of time, in comparison to other professions. As such, it very important that smart financial decisions are made whilst they are earning so well.

Independent Wealth Partners Provides Solutions

Independent Wealth Partners recognises these key challenges and is able to provide relevant financial planning for doctors, dentists and medical professionals by ensuring that:

• Outsourced Expertise. They give their medico clients peace of mind that, even if they don’t have time to do their own research, they are able to outsource their financials to genuine independent specialists that serve only their best interests. IWP takes the time to explain to their clients and ensure they all understand their recommendations and the why around what is being done for them.
• Pro-active Financial Plan. IWP provides a pro-active forward looking process to ensure that their medico clients are in a position to deal with their upcoming tax liabilities, have money put away for private school, have planned for their renovation/home upgrade and still have enough money put away to address their future retirement needs.
• Benefit of Time. They leave their clients with the time to follow their genuine passions, safe in the knowledge that they are working towards a tailored financial roadmap with their goals, dreams and aspirations at its core.