What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Independent Wealth Partners

Home
Australia
Melbourne, VIC
Independent Wealth Partners

Independent Wealth Partners Pty Ltd is an Authorised Representative of Independent Wealth Services Pty Ltd (AFSL 512433).

This account provides general advice which does not consider your personal circumstances. Contact us directly for personal advice. This account contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the strategies and products are right for you

01/06/2026

By now, you’ve probably heard a lot about the 2026 Federal Budget.

But what could the proposed changes actually mean for investors, business owners, and long-term wealth strategies?

In this podcast conversation, Cameron, Shane, and Luke unpack our initial thoughts on the proposed reforms, including:

🔸 Capital gains tax changes
🔸 Negative gearing
🔸 Trust distributions
🔸 Long-term investment implications

As always, the detail matters — and much of the legislation is still to come.

🎧 Listen on Spotify:
https://buff.ly/6hNkcDx

🎧 Listen on Apple Podcasts:
https://buff.ly/NgJSqdf

29/05/2026

What truly propels your financial decisions?

Some are driven by “money for money’s sake”, others by purpose, and most of us sit somewhere in between.

But how often do we stop to question what’s steering our decisions?

Why do you want that level of wealth?
What do you believe it will give you?
And is that aligned with what truly matters to you?

👉 In “𝘛𝘩𝘦 𝘗𝘴𝘺𝘤𝘩𝘰𝘭𝘰𝘨𝘺 𝘰𝘧 𝘞𝘦𝘢𝘭𝘵𝘩 – 𝘐𝘴 𝘵𝘩𝘦𝘳𝘦 𝘱𝘶𝘳𝘱𝘰𝘴𝘦 𝘣𝘦𝘺𝘰𝘯𝘥 𝘺𝘰𝘶𝘳 𝘱𝘢𝘺𝘤𝘩𝘦𝘤𝘬?”, Chris explores what really sits behind our relationship with money.

📙🔗 Read it here: https://buff.ly/P7YHpYV

Wealth is not just about what you accumulate, but what it allows you to do, how you live, who you impact, and the life you’re building around it.

28/05/2026

People often come to us with questions like:

“Should I invest in property?”
“Should I put more into super?”
“Is now the right time to invest?”

They’re valid questions.

But at Independent Wealth Partners, we believe financial advice should go beyond that.

Aligned with our promise to deliver independent, purpose-driven advice, we start with different questions:

What truly matters to you?
What kind of life are you trying to build?
What would give you a sense of security and freedom?
What are you working towards beyond money?

From there, we build a strategy around your life, bringing together investing, tax, risk management, and planning into one cohesive approach.

The goal is not just financial security, but a life that feels aligned, purposeful, and fully lived.

🔸 Your wealth. Your future. Your way. 🔸

26/05/2026

What does wealth look like for you?

Being rich and being wealthy are two very different things. You can be rich in income, yet still be poor in wealth.

Richness is often visible: the lifestyle, the spending, the things people see. True wealth, however, runs deeper.

As Chris shares, wealth is about peace of mind, a meaningful legacy, and the freedom from the constant need to 𝘧𝘦𝘦𝘭 rich.

👉 This article is a chance to step back and consider whether what we often define as “rich” or “successful” is truly aligned with your purpose.

📙🔗 https://buff.ly/SWIU3ZT

At Independent Wealth Partners, we focus on helping you build a form of wealth that is aligned with your life, your values, and what truly matters to you.

22/05/2026

More than money.

At Independent Wealth Partners, advice starts with your life, not just your finances.

We bring together:

🔹 Financial planning
🔹 Investments
🔹 Accounting and tax
🔹 Philanthropy

All into one connected strategy, aligned with what truly matters to you.

Our purpose is to help you reshape your relationship with money, so your wealth supports the life you truly want to live.

𝘠𝘰𝘶𝘳 𝘸𝘦𝘢𝘭𝘵𝘩. 𝘠𝘰𝘶𝘳 𝘧𝘶𝘵𝘶𝘳𝘦. 𝘠𝘰𝘶𝘳 𝘸𝘢𝘺.

18/05/2026

Markets are unpredictable and always carry some level of risk 📉

Is your portfolio ready to weather uncertainty?

Staying aligned with a well-structured strategy allows your portfolio to navigate different market conditions.

Diversifying across asset classes, sectors, and regions reduces reliance on any single outcome and builds lasting resilience.

👉 Remember: Investing isn’t about prediction. It's about preparation.

If you’d like to understand how we approach portfolio construction and risk management, you can read more here: https://buff.ly/qfU8Vhm

14/05/2026

Is your super above $3M, or heading there?

From 1 July 2026, Division 296 introduces an additional tax on earnings for larger super balances.

Understanding how this works can make a meaningful difference to how your super is taxed over time.

👉 Swipe through for a simple breakdown, including an example to illustrate the impact.

Tax is not just about what you pay. It also shapes how your wealth supports your long-term strategy, your family, and the legacy you want to build.

For high-balance investors, now is the time to seek advice on how these changes could affect your future tax position and retirement plans.

🔸 Your wealth. Your future. Your way. 🔸

14/05/2026

Are you aware that your super is not covered by your will?

To ensure it goes to the beneficiaries of your choice, you need a formal arrangement, such as a binding death benefit nomination.

Otherwise, it may not be distributed the way you expect.

👉 This is just one part of a broader conversation covering estate planning, “death tax by stealth”, and changes to super.

🔗 ▶️ Watch the full video here: https://buff.ly/iiGXlKO

12/05/2026

When people think about retirement, the first question is usually:

“𝘏𝘰𝘸 𝘮𝘶𝘤𝘩 𝘮𝘰𝘯𝘦𝘺 𝘸𝘪𝘭𝘭 𝘣𝘦 𝘦𝘯𝘰𝘶𝘨𝘩?”

But what happens after that?

When the structure of work disappears, what does a normal day actually look like?
What gives your time meaning?
Who do you spend it with?

This piece by Brigitta explores the side of retirement that often gets overlooked, the part that has nothing to do with numbers.

👉 Worth a read if you’re starting to think about how you want to spend your time, your energy, and your life in retirement.

📙🔗 https://buff.ly/9v5BsTj

Retirement planning is not only financial, but also emotional and practical.

At Independent Wealth Partners, it means building purpose, connection, and fulfilment long before you stop working, so you can fully enjoy the freedom when it arrives.

09/07/2025

Geopolitical calm has markets pivoting! Our July Market & Economic Update breaks down where attention is turning.

Key highlights:

Global Calm: Easing geopolitical tensions are boosting equities, with the S&P 500 and Nasdaq 100 nearing all-time highs.

US Policy Focus: Market attention is now firmly on domestic policy, with Fed Chair Powell's comments pointing to rate cuts.

Washington Watch: President Trump's tax bill and trade negotiations are improving sentiment, despite rising US inflation as a lingering concern.

Listen to the full update: https://open.spotify.com/episode/6Kgn...

Address

16/530 Collins Street
Melbourne, VIC
3000

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+61383939371

Website

https://linktr.ee/iwpgroup

Alerts

Be the first to know and let us send you an email when Independent Wealth Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Independent Wealth Partners

01/06/2026

29/05/2026

28/05/2026

26/05/2026

22/05/2026

18/05/2026

14/05/2026

14/05/2026

12/05/2026

09/07/2025

Address

Opening Hours

Telephone

Website

Alerts

Shortcuts

Share

Category