Financial Planning & Advice

We all know that when we have an action plan, we are more likely to reach our goals than when we don’t. It’s the same with your personal financial planning.

IWS was started by Leo Constant and myself over 6 years ago now, and in that time we have helped 1000’s of Australian families reach their financial goals and enjoy their financial security into retirement.

Everybody I meet is in a different stage of life, with their own particular circumstances. So I treat each individual’s position on a case by case basis. I embrace a long term relationship with my clients and work with them for years to achieve their immediate milestones and long term goals.

Ensuring that your wealth continues in support of these goals takes careful planning. My areas of focus include investment strategy, income and retirement planning, and insurance and liability management solutions designed to help preserve, grow, and transfer wealth.

My favourite part of my job is witnessing people reach their own financial independence. I believe in living with financial freedom and retiring beyond the pension.
I educate and assist families to:
• establish effective money management strategies
• own their own property, whether it’s their first home or an investment portfolio
• create effective long term wealth creation strategies
• feel secure knowing that if they work their plan their goals will be achieved

Over the past 6 years, I have driven the growth of IWS by offering a full range of financial planning services, while brokering partnerships with some of Australia’s leading accounting, legal and mortgage broking firms.
We aspire to the highest standards of integrity and technical knowledge. Aiming to make a difference in our clients’ lives by providing a long term commitment in helping them manage their wealth and in doing so create the time to enjoy their lives.

We have unique aspects that set us apart from the crowd and I would be delighted to connect with you to explain more.