Innovative Wealth Solutions - Camberwell, Victoria

Innovative Wealth Solutions

Innovative Wealth Solutions (IWS) is a highly regarded financial consulting firm based in Camberwell, Victoria, Australia. Located at Unit 204/685 Burke Rd, IWS has been providing exceptional financial advice and services to both individuals and businesses since its establishment.

The team at IWS specializes in offering tailored financial solutions to help clients achieve their long-term financial goals. With a strong focus on SMSF (Self-Managed Superannuation Funds), IWS has helped numerous clients set up and manage their funds efficiently. Their expertise extends to investment planning, retirement planning, and general financial advice.

What sets IWS apart is their commitment to personalized service and their dedication to understanding each client's unique financial situation. They take the time to listen to their clients' concerns and aspirations, developing comprehensive strategies that align with their goals.

In addition to their professional expertise, IWS is known for their exceptional customer service. The team is highly responsive, always available to address queries and provide guidance. Their friendly and approachable nature puts clients at ease, fostering a trusting relationship built on mutual respect.

To accommodate clients' busy schedules, IWS offers online appointments, making it convenient to access their services from anywhere. The firm also provides onsite services, ensuring that clients receive the support they need in person. Accessibility is a top priority, as evidenced by the wheelchair-accessible parking lot and washroom facilities available at their premises.

With an average rating of 5/5 based on 10 reviews on Google My Business, Innovative Wealth Solutions has established a strong reputation for excellence in the financial consulting industry. Many clients have praised the team's professionalism, courtesy, and invaluable advice, which has helped them achieve financial stability and plan for a secure future.

Whether you are an individual seeking guidance on retirement planning or a business owner looking to optimize your financial strategies, Innovative Wealth Solutions is the go-to firm for all your wealth management needs. With their expertise, personalized service, and commitment to accessibility, IWS is dedicated to helping clients achieve their financial goals and secure their long-term success.

Contact Details:
Address: Unit 204/685 Burke Rd, Camberwell VIC 3124, Australia.
Phone: 398820676
Website: iwsonline.com.au

👍 Reviews of Innovative Wealth Solutions

John B.

5/5

The team at Innovative Wealth Solutions are very professional and courteous. They assisted me by setting up and managing my SMSF. My business relationship with Simon and Natasha is excellent. Simon's sound advice has been invaluable and I cannot thank him enough. Thanks to IWS I now have a plan to reach my goals in life.

Teresa V.

5/5

Do you google search any unfamiliar or technical term when attending a meeting? Do you write down notes searching for words or asking around afterwards? Not me. I feel relaxed and at ease when my adviser - Mark and I catch up for reviews, new products or just an update. It has been quite informative in simple terms. I feel relaxed when dealing with Mark. There are no hard to understand questions and the best feeling is when I leave the meeting, I have a sense of relief and loaded with understanding." After a number of years of avoiding financial advisers, just because it is difficult and overwhelming, Mark helps me be involved and understand how to make things better for ME! Yes people! It is all about me! Thank you Mark and everyone at Innovative Wealth Solution!

Nic N.

5/5

We have developed a great relationship in Innovative Wealth Solutions, We get clear feedback (The good the bad and the Ugly) on any ideas/proposal, and we feel that we have a good mutual relationship. Mark Pearson guided us through setting up and running our SMSF.

Ozzy A.

5/5

Mark is absolutely amazing to deal with. He takes the time to listen to his clients needs and offers really tailored financial solutions based on the clients circumstances.

Moira C.

5/5

Personalised service. Tailored advice and financial management designed to meet my needs. Holistic approach to finance management, taking into account individual lifestyle, goals and circumstances.

Greythorn M.

5/5

Cannot thank and recommend IWS enough. Incredible service and sincere concern for our financial welfare (and mental welfare, often linked). All your help has and still is, very much appreciated.

Hugh O.

5/5

Very friendly and helpful, have always felt like I can call if I have any issues, and feel well cared for as a client. Extremely professional, and can definitely recommend!

Ryan K.

5/5

A great team that is really easy to deal with, always supported us through the big decisions and have assisted us in setting up our lives financially.