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Family Wealth Planning

Family Wealth Planning.

Thriving Together.

Empowering your family’s dreams.

When our wealth is liberated and flowing freely, it sets in motion extraordinary possibilities for us and for our families, bringing everyone’s dreams closer to reality. Working with an expert at Independent Women will inspire you to envision your family’s future, discover deeper levels of financial knowledge and confidence and fulfil your potential together.
Father-daughter-blue-time

Exploring every opportunity.

At IW, we create a stimulating yet nurturing space in which to explore your lifestyle, relationships and what matters most. With this understanding, our team can seek out all of the different ways to be accumulating, managing and passing on your money, in ways that always make more of it. From investment opportunities, to navigating inheritance, from protecting your assets, to making full use of tax exemptions, we will explore every opportunity to get your money working harder and smarter.

Exploring every opportunity.

At IW, we create a stimulating yet nurturing space in which to explore your lifestyle, relationships and what matters most. With this understanding, our team can seek out all of the different ways to be accumulating, managing and passing on your money, in ways that always make more of it. From investment opportunities, to navigating inheritance, from protecting your assets, to making full use of tax exemptions, we will explore every opportunity to get your money working harder and smarter.

Exploring every opportunity.

At IW, we create a stimulating yet nurturing space in which to explore your lifestyle, relationships and what matters most. With this understanding, our team can seek out all of the different ways to be accumulating, managing and passing on your money, in ways that always make more of it. From investment opportunities, to navigating inheritance, from protecting your assets, to making full use of tax exemptions, we will explore every opportunity to get your money working harder and smarter.
Closeup portrait of father cuddling with his cute redheaded daughter at home

How we support your family

Lifestyle Planning.

We work with you to understand your family’s life goals. Then we create the clear and intuitive plan that will bring them within reach.

Estate Planning.

The confidence that loved ones will be looked after when you are gone, with your assets passed on in exactly the ways that you intended and in the most tax efficient ways.

Generational Planning.

We look to the future, envisioning your family’s financial health at every milestone, ensuring that each individual feels supported when they begin moving towards greater financial independence.

Contingency Planning.

By preparing for the unexpected, you’ll know that whatever life brings, your family’s future is taken care of.

Ongoing Support.

We stay with your family for the journey, mentoring, guiding and evolving your financial plans as life evolves, liberating you to make the most out of life.

Connect with us

Take a step towards a fresh financial future. To book a call or a meeting with one of our expert advisers, simply contact us on the number below, or complete our enquiry form.
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