Our Approach
Unlike a bank or a fund manager, I&M Wealth has always been privately owned, operating as an authorised representative of Principal Partners Vic Pty Ltd and under their Australian Financial Services License which they have held since 2003, ensuring that our recommendations are in the best interests of our clients.
We specialise in delivering portfolio management that blends both traditional asset management with unique specialised property investing. The blend of these two styles aims to achieve greater diversification, lower overall volatility, and deliver portfolio out-performance in the long term.
I&M Wealth offers the extension of following services to complement those already offered by I&M Accountants:
Wealth accumulation strategies: structuring, estate planning and insurance.
Core super assets management; based on agreed investment strategy.
Access to specialised property investment opportunities.
I&M Wealth offers the extension of following services to complement those already offered by I&M Accountants:
Wealth accumulation strategies: structuring, estate planning and insurance.
Core super assets management; based on agreed investment strategy.
Access to specialised property investment opportunities.
This service complements I&M Accountants superannuation service led by specialist partner, Amanda Davidson. She and her team are able to provide guidance on all aspects of managing your retirement funds, including transition to retirement strategies, pensions and lump sum payments.
Traditional Investing
Our portfolio is described as a portfolio of directly held investments with a professionally managed asset allocation, set by an independent investment committee. The portfolio offering allows us to manage your portfolio at our limited discretion, based on individually defined investment strategy, with you retaining beneficial ownership of the investment.
We have an active rules-based approach to portfolio management with comprehensive reporting and correspondence with our clients about their investments.
Our Independent & External Investment Committee comprises of five individuals from a range of different organisational backgrounds, all of which have specific skills leveraged to support the management and delivery of the portfolio charter on behalf of our clients
Specialised Property
I&M Wealth specialises in the procurement, management, and delivery of specialised property investments and work with our clients to match their individual goals, risk tolerance, capital reserves, and liquidity needs to the right project. We have successfully delivered outcomes in this space for over 17 years now, collaborating with a number of key parties to provide our clients specialised investment opportunities.