About Integrated Wealth Solutions

Integrated Wealth Solutions are your Financial Services Specialists.

Financial Planning

We are Lifestyle Planning specialists, specilising in helping people achieve the retirement they dream of. We want your life to be as fulfilling and comfortable as possible.

IWS was founded as a means to enhance and expand our service for our clients. The team we have carefully assembled includes financial planners, paraplanners and a dedicated group of admin staff so that your experience is smooth and definitively positive.

About us
About us

Outsourcing Department

Integrated Wealth Solutions Planner Support provides back-end administrative support to Financial Planners and Practices within the BT Financial Group.

We take on your administrative burdens so you can concentrate on what you’re good at: seeing your clients.

Our service allows you the time to grow your business and grow your client books. Our team of planners and support staff are ready to help you today.

Multiple Offices Spread Across New South Wales

Integrated Wealth Solutions is a team of professionals spread across three locations in NSW. We provide financial services and advice to regional areas.

Our team works collaboratively to provide the best possible service to our clients, where-ever they may be.

As a client of Integrated Wealth Solutions, you will always have access to a planner, should you need to speak to one urgently.

Key Benefits

  • Consistent access to a team of Professionals.
  • Access to services in remote locations.
    Specialists in Financial Services.
  • Call us today for more information.

Nowra Office
(02) 4428 7800

Suite 1, Level 1,
144 Junction Street
Nowra NSW 2541

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

Tamworth Office
(02) 6761 2099

14–16 Brisbane St,
Tamworth, NSW, 2340,
Australia

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

Toukley Office
(02) 4397 4455

235 Main Road
Toukley NSW 2263
Australia

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