The Integrated Wealth Solutions Family
A range of solutions, individually tailored to your needs
Help with Centrelink
Helping with your Estate Plan
Pensions and Annuities
Aged Care Advice
Partners in Wealth
Situated in Toukley on the Central Coast of NSW, and the first Integrated Wealth Solutions office, Partners in Wealth has been providing financial advice to locals for over 5 years.
The hub of Integrated Wealth Solutions Planner Support wing, the Toukley office also functions as our business services centre, providing assistance to external planning practices.
Lucrum Financial Solutions
Located in Nowra, Lucrum Financial Solutions has been providing excellent financial services and advice to many retirees living along the South Coast.
A team of 2 planners and one support staff are always in the office to help you with your financial needs.
Plan Plus Wealth Advisers
PlanPlus is the most recent addition to the Integrated Wealth Solutions family. Located in Tamworth, PlanPlus provides financial services to the New England Area.
Also specialising in retirement planning, the office is home to 2 financial planners and 2 support staff.
Planner Support provides administrative support to external financial planners and practices.
It comprises the whole team, all 3 Integrated Wealth Solutions offices work together to provide a streamlined, efficient service to help you grow your business and meet your compliance obligations.