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Independent Wealth Partners

Independent Wealth Partners

4.9(59 reviews)See reviews ↓·Melbourne

About the company

Independent Wealth Partners Pty Ltd is a Melbourne-based financial advisory firm. Cameron Howlett is the Founder and CEO, holding the CFP designation and serving as a Registered Tax Agent. Luke Axton is an Advisor & Partner, a Chartered Accountant and a Registered Tax Agent. Tim Dawe is an Advisor & Partner with over 15 years of financial advice expertise and is a CFP-qualified adviser.

Williza Demirel is an Accredited Aged Care Professional. Lynn Zhao holds the CFP and CPA designations. Sam Leung is a CPA and Chartered Tax Adviser with over 20 years in public practice. Richie Lassen has 24 years in financial services. The firm provides financial planning, capital management, accounting & tax, business consulting, and legacy & philanthropy services. It offers 100% independent advice with no commissions or kickbacks.

What customers say

Based on genuine customer reviews

Long-standing relationships built over many years recur throughout accounts of this practice, with clients describing engagements spanning a decade or more. Shane and Luke are named often for taxation and financial management advice delivered to both business and personal matters, and for the knowledge and professionalism brought to each engagement. Cameron Howlett features prominently in earlier accounts, where his approachable manner, follow-up information after one-on-one sessions and steady guidance through retirement and military-to-civilian transitions are recurring themes.

Brigitta is mentioned for helpful and professional handling of matters, while Chris is credited with a holistic approach that instilled confidence in budgeting, savings and investments. A point that comes up often is the sense of clarity and control clients gain over their financial direction, including through SMSF setup, retirement planning and wealth planning, supported by regular market updates and reporting tools that keep them informed. The consistency of advice across decades, the patience shown during extended planning conversations and the reassurance felt when unexpected events such as redundancy occurred are widely noted. Team members are described as caring, trustworthy and responsive to individual needs.

Accounting firmInvestment serviceTax consultant

Reviews

Reviews are taken from publicly available sources.

BB
B Baker18 December 2025

Shane, Brigitta and the whole IWP Financial Planning team have been patient and caring in working with us on plans for retirement over the past 18 months. It has been a real relief to have done this, as I was unexpectedly made redundant only last month! We had spent many hours engaging with Shane and Brigitta prior, so the process of being made redundant actually played out without any major financial challenges. Otherwise I suspect that redundancy would have been even more stressful. We are confident that we now have a considered financial plan and financial future in place. 5 Stars from us!

RT
Ryan Toholka28 October 2025

We can’t recommend Shane and the team at IWP highly enough. We’ve been working with Shane now for over 5 years and feel very fortunate to have someone we can trust for independent financial advice. I always leave our interactions confident our financial future is in good hands. Shane listens, he simplifies what is complex in the finance world and offers sound advice with our family at the foremost priority.

SS
Samantha Strano16 October 2025

We have been working with Shane and Luke from Independent Wealth Partners for the past two years. In this time, Shane and Luke have assisted us greatly with our taxation and financial management for our business and personally needs. Their knowledge, expertise and professionalism is highly condemnable. With their assistance and guidance, they have enabled us to become in control of our current and future financial matters. We really enjoy working with them and their dedicated team who are always approachable and friendly. Both Shane and Luke always make us feel that they have our family’s best interest at heart. We highly recommend both Shane, Luke and their team at Independent Wealth Partners. Samantha & Daniel

TD
Tim Dettmann11 September 2025

I've worked with Shane and Luke for 'a long time' and their advice + support has not only ensured a successful outcome in my wealth planning, its also taught me a lot and kept me sane. I highly recommend them and the team at IWP.

CP
Chloe Pearson26 August 2025

All the staff at Independent Wealth Partners are so professional, approachable and friendly, they always go above and beyond for us. Great communication and always leave us feeling confident with every decision we make. Highly recommend!

M
Mason26 August 2025

We have been using Independent Wealth Partners for several years and have always been extremely happy with the services provided. Luke and Shane have given us great advice, and we look forward to working with them again

A
Alexander1 July 2025

Over the past few days we have been dealing with Brigitta and Brigitta attended to our matter in a very professional matter, very helpful, spoke very well and we much appreciated Brigitta's input. A big thank you Brigitta. Also over the past 15 Years we have been a client of Shane and Luke, and based on our long standing relationship with Independent Wealth Partners it has been an enjoyable ride in regards to our Financial matters and Tax Returns!!!

Financial advisers & planners in Melbourne compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.

RankProviderRatingReviewsOpen Sat.
1360 Financial Strategists★ 5,0438No
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4My Wealth Solutions - Financial Advisors & Planners★ 5,010No
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9Independent Wealth Partners (this page)★ 4,959No
Contact
+61383939371www.independentwealthpartners.com.au16/530 Collins St, Melbourne VIC 3000
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed