Independent Wealth Partners
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
Reviews
Reviews are taken from publicly available sources.
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!
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.
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
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.
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!
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
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | 360 Financial Strategists | ★ 5,0 | 438 | No |
| 2 | Choice Capital | ★ 5,0 | 95 | No |
| 3 | Priority1 Wealth Management Group | ★ 5,0 | 14 | No |
| 4 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 10 | No |
| 5 | Toro Wealth Financial Advice | ★ 5,0 | 8 | No |
| 9 | Independent Wealth Partners (this page) | ★ 4,9 | 59 | No |
