About Us

In Wealth Financial Services (IWFS) is a boutique, independent business providing outsourced paraplanning and back office support to financial advisers and dealer groups right across Australia.

IWFS has developed and cultivated a rich reputation for delivering Statements of Advice of an unequalled standard at an affordable price point.

Our motto is “Ease the Burden” and we work hard to ensure that your financial planning business is free to devote its time to developing client relationships, while knowing that the plans In Wealth prepares for you will sell your services to your client.

Our centralised core administration team enables us to be accurate and responsive to your business needs. Please review the ‘Our Team’ page to put a face to the people in our office you will have regular dealings with, and see their extensive experience.

Our History

In Wealth Financial Services has been providing outsourced paraplanning services for over 10 years …
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Our Team

We only hire the best to ensure that we meet your high expectations …
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