Empowering You to Achieve Your Financial Goals
Interwest Financial Services is a financial planning practice that has been serving the community since 1987. Our founders had a vision to create a business that focused on the client's needs, with a solid ethos around trust, knowledge, and integrity. We are proud to have seen Interwest grow according to these principles and remain committed to them as we continue to grow.
We have developed knowledge and experience that allows us to be responsive and specific in our approach. We've learnt that every client relationship is unique and so we continually draw from our diversity of knowledge to tailor very specific solutions for each individual client. Our aim is to restore balance for our clients, while providing greater certainty for their future.
Our team is comprised of individuals who understand the complex balancing act of running a business and raising a family, and we strive to provide financial solutions that alleviate the stress that can come with managing personal finances.
Services Offered
At Interwest Financial Services, we offer a comprehensive range of financial planning services, including:
Wealth Creation Strategies
- Investment strategies
- Borrowing to invest
- Retirement planning
- Superannuation and self-managed superannuation
- Social security entitlements
We help our clients make investment decisions according to their risk profile and investment time frame. Our retirement planning services assist clients in preparing for the retirement lifestyle they dream of. We also offer advice on superannuation and self-managed superannuation, as well as social security entitlements.
Debt Management
- Cash flow management
- Budgeting & savings
- Debt reduction strategies
We help our clients use their debt wisely and minimize debt costs, leading to greater financial freedom. Our debt reduction strategies provide clients with a clear path towards financial stability.
Personal Wealth Protection
- Insurance - life, income, trauma, disability
- Estate planning
We offer insurance services to protect our clients and their families in case of unexpected events. Our estate planning services provide clients with the peace of mind that their assets will be distributed according to their wishes.
Business Succession Planning
- Small business advice
- Employee benefits
- Keyman and buy/sell concepts
We help business owners grow a strong business that is ready to face the challenges of today's marketplace. Our business succession planning services ensure that businesses are prepared for the future.
Overall Experience
The reviewer has had a long-standing relationship with Interwest, spanning two decades, and has had a highly positive experience.
Quality of Service
The reviewer praises Interwest for their excellent advice and fine returns. They also appreciate the company's accommodating and sympathetic approach to sensitive issues, such as health and ageing matters.
Recommendation
The reviewer wholeheartedly recommends Interwest, having already brought other clients to them and intending to continue their business with the company.
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