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.
Today…
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.
