OUR COMPANY
For over 16 years, the team at Integral Private Wealth has helped families, retirees, professionals and business owners 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 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. David regularly features in publications such as the Australian Financial Review, the Sydney Morning Herald, The Age and The Australian.
During 2016, and after an equally impressive track record in the wealth management industry, Nitin Kataria and Uday Chopra opened their doors at Integral Private Wealth Norwest. Nitin and Uday have also operated large practices within Westpac Partnerships at Westpac Norwest. Recently in 2017, Luke Ranson, Sydney added his extensive experience expanding Integral Private Wealth even further. From July 2019, we are delighted to announce the addition of Integral Private Wealth Brisbane, which will be operated by Marc Smith and Patrick Duke.
The team(s) at Integral Private Wealth all share the same passion to help improve the financial literacy of all Australians and are active supporters of various community initiatives including the Sir David Martin Foundation, The Salvation Army Australia, Touched By Olivia Foundation and Variety.
FEATURED BY
OUR DIRECTORS
Through shared standards, process and values our directors and their teams take great pride in delivering quality advice to help our clients build, manage and preserve their wealth.
DAVID SIMON
CFP® B.Com (Economics)
Co-Managing Director, Founder and Chairman
MARC SMITH
CFP® B.Bus (Econ) Dip. FP
Co-Managing Director and Principal Advisor
UDAY CHOPRA
DFS (Financial Advising)
Director and Principal Advisor
NITIN KATARIA
Grad. Dip (Applied Finance and Investment)
Director and Principal Advisor
PATRICK DUKE
AFP® MFinPlan ADFS (FP)
Director and Principal Advisor
LUKE RANSON
CFP®, SSATM, AEPS®, TEP, MFP, B.Com (Financial Planning)
Director and Principal Advisor
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.