INTEGRAL PRIVATE WEALTH

Individual Focus. Institutional Connection.

We provide tailored wealth management services to help build, manage and preserve wealth

WEALTH MANAGEMENT SPECIALISTS

For over 16 years, the team at Integral Private Wealth has helped business owners, professionals, families and self-funded retirees build, manage and preserve their wealth. Our reputation is founded on superior service, transparent relationships, professionalism and a focus on achieving outstanding results.

Integral Private Wealth Founder and Managing Director David Simon CFP®, has extensive experience in wealth management including almost 15 years with the Westpac Group where he operated one of the largest practices within the Westpac Private Bank. David is a multiple national award winner both as an individual and business practitioner.

OUR APPROACH

BUILD 

WE PROVIDE QUALITY ADVICE DESIGNED TO BUILD WEALTH IN A SUSTAINABLE MANNER

We understand every client’s situation before recommending the strategies and services needed to build long-term financial success. This includes a detailed understanding of each client’s circumstances, objectives and tolerance for risk.

We build strategies and services based on the most up-to-date research and information from one of Australia’s largest research teams. We also provide clients with access to a wide range of asset classes and work closely with clients to ensure investments are in their best interests.

MANAGE 

OUR WEALTH MANAGEMENT SERVICES PROACTIVELY MANAGE YOUR WEALTH OVER THE LONG TERM

The test of any financial strategy is its success over the long-term, despite the unexpected challenges that may arise. We design client strategies that can be adjusted to reflect changing circumstances be these personal, economic, legislative or market-related. We balance tax effectiveness with our clients’ capital growth, income and expense requirements.

We have a team approach – working closely with clients’ broader partners, including accountants, solicitors and bankers.

PRESERVE 

WE PROVIDE QUALITY ADVICE DESIGNED TO PRESERVE AND PROTECT YOUR WEALTH BOTH FOR NOW AND FUTURE GENERATIONS

Preserving and protecting wealth for current and future generations requires careful and expert planning, and close ongoing management.

We help our clients protect against the unexpected – whether that’s through managing portfolio risks to protect wealth from a market or economic downturn, or protecting clients’ financial position in the event of a death, serious injury or illness.

OUR TEAM TAKES GREAT PRIDE IN DELIVERING THE HIGHEST LEVEL OF SERVICE WITH RESULTS DRIVEN PROFESSIONALISM

CLIENT PORTALS

Integral Private Wealth can help you manage all of your assets and liabilities located conveniently in one place through our Personal Wealth Portal and Financial Knowledge Centre.

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