We take the Uncertainty
out of your Life. 
Start your Passive
Income Plan
Now.

Are you worried about your wealth & your financial wellbeing in the future?

Let's see if any of the following quotes resonate with you and let us show you how we can help.

01. If you want to be financially free, you need to become a different person than you are today and let go of whatever has held you back in the past.

03. A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.

05. The secret of getting ahead is getting started.

02. The key to financial freedom and great wealth is a person’s ability or skill to convert earned income into passive income and/or portfolio income.

04. You can only be financially free when your passive income exceeds your expenses.

06. He who makes $25,000 annually through passive income is more enviable than he who earns $100,000 annually through a salary.

Don't worry anymore!

Over the past +25 years, we, at Independent Advisers WA, have helped many high-net-worth clients just like You to become wealthy. How? By using our trade secrets on how to convert active income into passive income through S.M.A.R.T Goal-Based Advice. 

WHAT IS S.M.A.R.T GOAL BASED ADVICE?

Goal-Based Advice is providing recommendations regarding strategies, decisions courses of conduct and effort as well as tracking and making periodic adjustments in order to stay on course.  The outcome is an increased chance of achieving the goal.  Our advisers are specialists in turning your goals into Smart Goals ​being - Specific, Measurable, Achievable, Relevant and Timely.

S

SPECIFIC

Well defined, Clear and Unambiguous goals.

M

MEASURABLE

With specific criteria that measure your progress toward the accomplishment of the goal.

A

ACHIEVABLE

Attainable and not impossible to achieve.

R

RELEVANT

Within reach, realistic, and relevant to your life purpose.

T

TIMELY

With a clearly defined timeline, including a starting date & a target date. The purpose is to create urgency.

" If you do not find a way to make money while you sleep, you will work until you die"

- Warren Buffet

INDEPENDENT STRATEGIC ADVICE FIRST - THE KEY TO DELIVERING MORE VALUE!

Our team of Subject Matter Experts (SME) in Financial advice, Taxation advice. Finance and Debt, Estate and Legal advice are straight shooters and are very different from your existing financial planner, accountant, lawyer, mortgage broker advisers. We are passive income strategists first, committed to working together as a team that works in your interest first. 

 

Our SME's are all very experienced professionals, operate their own successful businesses and know how to help clients convert active income into passive income in their area of expertise.

Sometimes this means challenging the status quo, review the work of your existing advisers and think outside the box to create a truly, comprehensive passive income strategies within all areas of advice.

Ask yourself the question: Do you really believe that your whole financial house is best served by just one local accountant or financial adviser and do you really believe they work closely together for you benefit and are the best game in town?

At Independent Advisers WA, Strategic Advice always comes before Product Advice. Why? Because it sets up the framework for long-term wealth creation & protection and transfer. 

Independent Strategic Advice

Creating an ideal cash flow scenario that incorporates your smart goals by considering your need for liquidity followed by wealth creation and protection, through the subject areas of taxation,  investment, debt & finance,  estate planning and insurance.

Independent Product Advice

Product advice refers to a financial product that can solve a component of strategic advice., like a managed fund, direct share, exchange-traded fund, type of superannuation fund or Life insurance.

Why delegating building passive income to a team of subject matter experts is more effective? 

We get it.  On average you spend 46% on sleeping, eating and personal hygiene, 16% on work, school etc, 17% on family and related commitments which means there are only 5 hours left for travel, screen time, hobbies and exercise.  So do you really believe that you have any time and energy left to do what we do best?

10 Reasons why you should invest in our team of financial and legal experts:

Access Multiple Experts for Holistic Financial Advice 

  1. Each professional has been carefully selected for their technical ability to think outside the box.

  2. Clear expectations of service are agreed to do their part of the strategy puzzle on time.

  3. Appointment of your financial executive officer to create an overarching strategy to align and focus the team.

 

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Pooling expenses to access resources that you cant afford

  1. Access our Exclusive Investment Research specifically designed to help build sustainable passive income.

  2. Proprietary wealth and investment risk tracking software to monitor your progress towards your passive income journey. 

  3. Discounted access to administration platforms and research.

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Begin with the end in mind

  1. Protect your assets and your financial vision

  2. Pay attention to your financial situation and proactively recommend required course corrections. 

  3. Coordinate all financial people and products so that every recommendation is perfectly aligned

  4. Transparency and Independence 

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How much is your capital investment & who do we serve?

 Typically the first capital investment to get started is about $5.000 while the fixed monthly investment depends on the complexity of the financial affairs and will be presented after the free Introductionary Financial Roadmap appointment. We welcome relationships with two client types: Clients that are rich (net investable assets including super of +$1,250,000), and clients that are wealthy.
Our Ideal Clients Service Package is designed to help you get your financial house in order and create more passive income:
We got you covered! Our Ideal Clients Service Package includes access the following Subject Matter Experts (SME's) services*:
1. Appointment of our director as your Financial Executive officer (FEO) to coordinate your financial house with our SME's.
2. Comprehensive Financial Plan + 3 progress reviews to reduce risks and take advantage of new opportunities. 
3. Benchmarking for small businesses and business advice to maximise performance and personal wealth creation.
4 Exclusive Subject matter expert access and delivery engagements. 
1. Accountant SME: Xero/Class subscription, BAS finalising and lodging,  tax planning advice & small business advice, entity financial statements and tax return lodging and taxation planning to support financial advice up to $5,000 per year 
2. Morgage Broker SME: Finance application and mortgage review up to $2,000 per year
3. Estate Lawyer SME: Wills, Enduring Power of Attorney/Guardianships up to $1,500 p/a
4. Family Lawyer SME: Initial assessment of separation and or financial agreement up to $1,000 p/a
5. Financial adviser SME: Initial Financial Plan fee of $5,000

* for any new ideal PACT agreement signed after 1 July 2022 where a client has an relationship for more than 12 months. Services of SME included are not exhaustive

More on our Ideal Client Community
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"The greater the passive income you can build, the freer you will become."
— Todd M. Fleming

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