Want more time to spend on the things that make you happy?
We can help with that.
Our team of experts work together as a specialised unit to help you reach your goals. We help ‘mum n dad’ investors, grey nomads, Aussie farmers, small business owners and everyone else in between.
A family of financial planners and professionals spread across 3 Financial Planning Practices, Integrated Wealth Solutions is a multifaceted company providing essential services to both retail clients and other businesses across NSW.
Your financial position has a huge impact on your quality of life. Managing your money is imperative to make sure you’re on track to live exactly the way you want.
We pride ourselves on innovation, always searching for ways to deliver the best possible service to our clients to help them reach their dreams. Our team of Financial Advisers and support staff all work collaboratively to streamline your experience and help meet your goals and objectives.
As a client of Integrated Wealth Solutions you can expect service and support totally tailored to your needs.
Integrated Wealth Solutions can be split into two distinct sections.
Our financial planning wing helps every-day Australians reach their monetary objectives and lifestyle goals. Our customisable service ensures that we only provide relevant advice to your personal circumstances.
IWS Planner Support provides back-end administrative support to external financial planning practices within the BT Financial Group. Our service is designed to take on your administrative burdens so you can spend more time with your clients.
How can we help you secure your future today?
Integrated Wealth Solutions can help you to take control of your life and business so that you can spend your time more efficiently doing the things you love.
Our financial planning wing can help you to structure and manage your finances to improve your quality of life.
As an external financial planner, outsourcing your administrative burdens to the Planner Support wing will allow you to concentrate on your clients and grow your business.
To take the next step towards financial freedom, please send us a message. Alternatively, if you would like to find out more about our individual offices, please follow the links to their dedicated websites.