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.
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.