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For over a decade Innovative Wealth Solutions has provided Australian individuals and families with financial advice, with the focus on the client’s personal goals. Clients benefit from a long term approach to wealth creation and the personalised management of their financials.
The IWS team provides a complete and highly personalised suite of financial services to each client’s needs. This service offers a range of strategies covering everything from traditional investment advice, cash flow management, wealth creation, insurances to complex retirement planning and financial objective attainment.
With Innovative Wealth Solutions, you receive unbiased financial recommendations provided by a highly experienced and qualified advisory team.
TESTIMONIALS
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Testimonials
”We would like to sincerely thank Natasha and Simon for the wonderful support they gave I, Abednego and my wife Alethe in helping set up our Self-Managed Super Fund. Natasha and Simon are a married couple with Simon being a professional financial adviser.
They are trustworthy, kind, humble, respectful, and very patient people who guided us through the whole process with patience and understanding. They have many years of experience in the business field and are very professional in what they do. We truly appreciate all the help and support they gave us throughout the process.
We highly recommend Natasha and Simon to anyone needing help with Self-Managed Super Funds. Some members of our community are also interested in using their services, and we will gladly share Natasha and Simon’s contact details with them when they are ready.
Thank you again, Natasha and Simon, for the excellent work and support you gave us."
– Abednego and Alethe from Clyde
“We have been with Innovative Wealth Solutions for many years and have always found their service to be professional, reliable, and personalised. They are proactive in following up on audits and have a thorough understanding of our investments and overall financial situation. What sets them apart is that they take the time to know you as a person, not just your SMSF. They have also provided valuable guidance in helping us find the right insurance solutions to suit our needs. We highly recommend their services to anyone looking for knowledgeable and supportive SMSF professionals.”
– Tegan from QLD
“Love the family feel of Innovative Wealth Solutions, thanks so much to Simon, Natasha and the team. Simon is a great guy, approachable, takes the time to explain the process in terms I understand. Been with him for the last 5 years, and look forward to many more.”
– Ben from WA
“Simon and Natasha from Innovative Wealth Solutions have been absolutely fantastic to work with. Their communication is clear, transparent, and always timely, but what really sets them apart is their genuine, family‑feel approach. You never feel like “just another client” — they take the time to understand you, support you, and make sure you feel comfortable every step of the way. Truly outstanding service.“
– Sarah from Moss Vale
"Simon has been very diligent when overseeing the financial health of our family. He is a source of knowledge, works with integrity to provide us with sound financial advice and guidance. He has been extremely helpful with the whole insurance claims process. We are very impressed and grateful for Simon's personalised and professional service and advice given to us. This has resulted in us achieving many of our financial objectives. I will be telling all my family and friends if they need Life/Trauma insurance to go through Simon.”
– Joan M. from Melbourne
“From my initial meeting with Simon, I felt completely comfortable entrusting him with my financial affairs. I have found Natasha and the team to be amazing, so helpful and nothing is ever a bother. Highly recommend.”
– Chris from Boronia
“From day 1 Natasha and Simon hit the ground running with helping us set up our future. They organised everything for us, it was all smooth sailing with their step by step process securing our first investment. Couldn’t be happier. Thanks guys.”
– Aaron and Karina from Endeavor Hills
“Simon De Carro has been my financial planner for well over 5 years and I must say he has been very professional in the way he has looked after my insurance needs. Simon was able to clearly understand my financial circumstances and structure the right policies to protect me and my family. I would highly recommend Innovative Wealth Solutions as a financial planning firm to look after your financial and risk requirements.”
– Patrick C. from Sunshine
“IWS have financially advised us for a number of years with honesty and integrity. We have received personalised and friendly advice, from Simon De Carro, that has resulted in us achieving or exceeding our expected growth. IWS have demonstrated that they are committed to returning the best outcome for us and as such we have remained loyal customers.”
– James S. from Gisborne
