Independent Wealth Creation

Our aim at Independent Wealth Creation is to help people in the North and Northwest realise their goals and we can achieve this by using strategies that everyday people aren't aware of and opportunities that people wouldn't even think to investigate.

Local and Innovative!

Independent Wealth Creation is structured to provide you with the full array of financial planning services. We have access to all the major insurance and superannuation providers and will select the products and services that best suit your needs. We also work closely with our in house mortgage brokers and accountants to provide you with a complete, easy and seamless financial process. We tailor a financial plan for your unique set of circumstances and goals, helping you to achieve what is important to you.​

If you require a different level of support. We can help you work towards your financial goals with hands on coaching and guidance; or a more hands-off approach if that is all you require. Our business founded on trust with the purpose of working together with you to achieve your goals.

Autonomous in our advice

Just like our licensee, NSW Complete Financial Services Group (AFSL 457600),  Independent Wealth Creation is not aligned to any of the banks. This means we can choose the solution or opportunity that best suits you, your family or your business. It usually means lower fees and the most suited product features along with greater choices. 

  • Retirement Planning.

  • Inheritance Planning.

  • Portfolio Management.

  • Personal Insurance.

  • Finding Lost Superannuation.

Contact 02 6766 2515