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About us

About Us

Company profile



Integrated Wealth Planning is a boutique financial planning company offering a comprehensive range of financial services to a select number of clients.  Our clients are primarily professionals, families and business people looking for advice that helps them to grow, protect and transfer their wealth. To find out how we can help you improve your financial position Click here.

Since commencement in 2004 Integrated Wealth Planning has built a strong reputation on delivering comprehensive personalised financial advice backed by the support of its licensee, Charter Financial Planning, a member of the AMP group.

At Integrated Wealth Planning we provide comprehensive financial advice by combining our financial expertise with a network of complimentary professionals. Our job is to help you implement strategies that will allow you to take control of your financial future.  We build close relationships with you and your family to secure each generation’s financial wellbeing.  But really, our business is all about you.

Our advisers are fully qualified experts in personal insurance, investment and financial strategies.  We are committed to ongoing professional development and education to give you the most up to date technical knowledge and advice, specific to your needs.  Our experience and specialist knowledge helps you make sense of all your options, so you can choose the best solution to suit your circumstances.

We observe a strict and comprehensive Code of Professional Conduct, and are subject to stringent compliance and audit guidelines.  We are members of the Financial Planning Association of Australia (FPA) and regular attend training and industry briefings run by the major financial services companies.

Integrated Wealth Planning has an extensive range of investment, insurance and wealth creation solutions to meet your needs. Click here to request information or to have a financial planner contact you.
 

About us

Our advice process



We look at your entire financial position, your needs and what you want to achieve in life before helping you plan how to get there. Then we guide you through a step-by-step process to create a financial plan just for you.

Everyone is different, with different circumstances, needs and goals.  We treat every client as an individual, but follow a defined financial planning process, to make sure you know what to expect from us.

The initial advice process covers our first appointment all the way through to the implementation of your financial plan.  We do this by:

  • Understanding your goals

At our first meeting we will discuss your current situation and life goals to understand how financial advice can benefit you. This ensures we understand your needs and you can understand what to expect from us.

  • Considering the opportunities & risks

After understanding your circumstances, goals and attitude to risk, we will investigate the range of financial options available to help you reach your goals.

  • Building you financial strategy

Based on our discussions and research we will present you with a customised financial plan that is written in plain English, which will set you on the path to where you want to be.  We will sit down with you and take you through the plan so that you understand how it will help you, the various benefits and the risk associated with the recommended strategies and products.

  • Bringing your plans to life

We will work closely with you to implement your financial strategy step-by-step, so you can have as much control as you like; know where your money is going and why.

  • Staying on track with regular advice

Your strategies will be reviewed annually and you will benefit from our ongoing support and advice.  We will stay in touch, ensuring your plan stays up to date as your life changes.

Sometimes, life takes us in unplanned directions.  When you need a little extra help on top of our initial or ongoing advice, just ask us to provide you with some additional advice.  We are there to help you – whatever the occasion.

About us

Client referral policy



Integrated Wealth Planning helps many friends, family and work colleagues of existing clients with their personal financial planning.  We encourage and welcome our clients to refer their friends and family members so that we can help them improve their position.

If you know anyone who would benefit from a brief discussion over coffee, please contact Christopher Lord at Integrated Wealth Planning on 03 9576 2445 or email us at clord@iwp.net.au

You can take comfort from our referral policy which is outlined below:

  • All our business is confidential.  We will not discuss what services we may have provided you.  Nor will we discuss with you the situation of the person you referred.
  • We prefer to avoid surprising people and would prefer you to introduce us to the person who needs help.
  • Any initial “coffee” meeting is taken at face value and no obligation is placed on anyone.

 

Start securing your future today by making an appointment with a financial advisor.

Introductory meetings are complimentary and obligation free.
Just fill in your details here and we'll ring you to set up an appointment.

Call us now on 03 9576 2445 to make an appointment.

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Christopher Lord, trading as Integrated Wealth Planning is an Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665, member of the AMP Group. Registered Office: AXA Australia Centre, 750 Collins Street (PO BOX 2830) Melbourne Vic 3001.

Information provided on this website is general in nature and does not constitute financial advice.  Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision.  Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.