Why Partners in Wealth Financial Services?

We're an Independently Owned Financial Planning Practice.

Being a private, independently owned Financial Planning practice definitely has its advantages. Because we are independently owned we are not restricted to a small suite of products that we can offer. Our financial planners strive to provide quality financial advice to our clients.

We Offer Fee Only Financial Planning

Being a fee for service financial planning team provides us with the opportunity of being able to provide our clients with quality financial planning advice in all areas - not just the ones that pay a commission. Rather than being influenced by the amount of commission we receive on a product we recommend, being paid a fixed fee ensures that we only source the absolute best investments for our clients based on exactly what you need rather than what the adviser wants to earn. We are working for you as a Financial Planner, rather than working to earn a commission from a product provider.

Financial Planning Strategies - Not Just Financial Products

Another advantage of a being a fee for service financial planning practice is that we get paid for our advice regardless of product recommendations. This means that we have the freedom to provide our clients with the right strategy to help you achieve your financial goals. As a result, many of our clients have received comprehensive financial advice focused on areas which are rarely covered by our competitors such as budgeting, debt reduction and industry super funds. Your financial planning needs are in good hands at Partners in Wealth Financial Services.

Not Just Financial Planning

Due to the wide demographic of our existing clients, and with the feedback supplied during the implementation of new clients, we have recognised the need to expand our service offering to include Mortgage Advice. As a result we launched Coastal Lending Services to service this need. We now offer a complete advice solution encompassing:

Superannuation Advice
Investment Advice
Retirement Planning
Centrelink Advice and Planning

Personal Insurance
Estate Planning
Residential Lending
Business Lending

Your first meeting with one of our highly trained Financial Planners is held at our expense and with no obligation.

Integrated Wealth Solutions Is a corporate representative of
SECURITOR Financial Group Ltd ABN 48 009 189 495 AFSL 240687

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances. No representation is given, warranty made or responsibility taken about the accuracy, timeliness or completeness of information sourced from third parties. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.