About Us

I&M Wealth represents a joint venture partnership established in 2003 between Ibbotson & Moscatelli Accountants and Principal Partners Vic Pty Ltd. This partnership was borne out of a natural evolution of the need for a planning and wealth management offer for our clients.

The partnership brings together a sharing of resources, staff, and technical skills to deliver a complete and balanced financial solution that looks to maximise returns and minimise risk. I&M Wealth focus on traditional strategies blended with specialised property investments with a 40-year history of delivering this type of successful asset management solution.

I&M Wealth follows the traditional I&M Accountant ethos, putting the client first and providing pragmatic advice that is thoughtful and creative. The partnership allows us to offer you a qualified, experienced, and trusted adviser based here in our Glen Iris office.

With 40 years of combined experience in delivering asset management solutions, you can be sure our service:

PROVIDES TRANSPARENT AND GENUINE ADVICE built on understanding and trust

has proven outcomes of consistent high yielding results that match our clients needs

is dependable with advice from an accomplished, knowledgeable and long standing team

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.