Our History

So how did all this happen?

Our Company and its history

We start …

In Wealth Financial Services (IWFS) was established in December 2007 to provide paraplanning and back office support to financial advisers and licensees right across Australia.

Demand for …

Our services grew as planners recognised the need for cost-effective paraplanning solutions. We expanded our team over time to maintain our service standards.


We provide paraplanning services to a number of high profile licensees as well as boutique groups. We have a team of 30 paraplanners and three full-time staff in our Caroline Springs head office.

FEB 2014
Moved offices to our current location
APR 2013
Moved into our first office
JUL 2011
We hire our first admin assistant
MAR 2009
We hire our first paraplanner
DEC 2007
IWFS begins