OUR COMPANY
Founded in 2015 and with offices in Sydney and Brisbane, the team at Integral Private Wealth helps families, retirees, professionals, and business owners build, manage and preserve their wealth.
Superior service, transparent relationships, professionalism and a focus on achieving outstanding results is the foundation of our reputation. Our focus on the quality of advice and a strong culture attracts Australia’s best and most experienced advisors, backed by an outstanding support team.
Integral Private Wealth is widely recognised for achieving some of the professions highest honours, including:
Barron’s Top 50 list of Australian financial advisers – in conjunction with The Australian
our advisers have featured in this list each year since its inception
Top 50 Most Influential Advisors in Australia – Financial Standard
Aside from delivering excellent outcomes for our clients, the team at Integral Private Wealth have a shared passion for helping improve the financial literacy of all Australians and are an active supporter of the community.
FEATURED BY
OUR PROFESSIONALS
Through shared standards, process and values our professional advisor’s 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)
Founder, Chairman and Principal Advisor
MARC SMITH
CFP® B.Bus (Econ) Dip. FP
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
TOM COTTER
CFP® AdvDip. FP B.Bus (Acc/Econ) SSA™ CDecP
Principal Advisor
DAVID ARMOUR
B.Economics ADFP
Principal Advisor
DANIEL FRIEND
ADFP B.Commerce
Principal Advisor
Daniel Fochesato
CFP® B.Bus(Fin) AdvDipFS (Fin Plan) Dip Fin Mkts
Principal Advisor
Arin Doig
AFP® AdvDip. FP B.Bus (Acc)
Associate Advisor
Brodie Hill
MBus (AppFin) ADipFP
Associate 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.