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Following the traditional I&M Accountants ethos, I&M Wealth puts the client first and provides pragmatic advice that is both thoughtful and creative.  I&M Wealth represents a complete and balanced financial solution that looks to maximise returns and minimise risk through a blend of traditional strategies and specialised property investments. We are privately owned and strive to offer all of our clients dependable, transparent and uncomplicated advice built on understanding individual needs.

Fixed Interest

Australian & International Shares

Managed Funds

Cash/Term Deposits

Following the traditional I&M Accountants ethos, I&M Wealth puts the client first and provides pragmatic advice that is both thoughtful and creative.  I&M Wealth represents a complete and balanced financial solution that looks to maximise returns and minimise risk through a blend of traditional strategies and specialised property investments. We are privately owned and strive to offer all of our clients dependable, transparent and uncomplicated advice built on understanding individual needs.

Fixed Interest

Australian & International Shares

Managed Funds

Cash/Term Deposits

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Privately Owned

Dependable

Proven Results

Transparent

We’re all about providing the best professional and personal service

I&M Wealth has always been a privately owned firm, operating as an authorised representative of Principal Partners Vic Pty Ltd and under their Australian Financial Services License which they have held since 2003. This ensures that our blended portfolio strategy and recommendations are always in the best interests of our clients.

We’re all about providing the best professional and personal service

I&M Wealth has always been a privately owned firm, operating as an authorised representative of Principal Partners Vic Pty Ltd and under their Australian Financial Services License which they have held since 2003. This ensures that our blended portfolio strategy and recommendations are always in the best interests of our clients.

Privately Owned

Dependable

Proven Results

Transparent

Our Team

Our team is made up of a blend of I&M Accountant and Principal Partners staff. Our team know the industry and understand the importance of evolving with it to provide only the best services and results to our clients. At I&M Wealth you can be confident you have an experienced team working on your behalf.

CONTACT US TODAY TO BOOK A CONSULTATION