We offer a broad range of listed and managed investment options across Australian and Global Shares, Australian and Global Property, Multi Assets, Credit, Fixed Income and Bonds, Infrastructure, Alternatives and Cash.
ASSET ALLOCATION SERVICES
The key to asset allocation is combining individual asset classes in proportions to obtain the optimal trade-off between risk and return which is primarily determined by our client’s needs and objectives.
BUDGET & CASH FLOW MANAGEMENT
We offer strategies and leading edge technology which categorises and models our clients budget and cash flow providing the ability to track and monitor their entire financial plan in real time.
SUPERANNUATION & RETIREMENT PLANNING
We offer a wide range of innovative retirement planning strategies in an ever changing legislative environment to build wealth in a tax effective environment.
RETIREMENT INCOME STREAMS
We offer a range of tax effective, flexible retirement income strategies which cater for different styles of retirement.
SELF-MANAGED SUPER FUNDS
We offer administration and investment support in addition to a suite of advisory services designed to support trustees management of their SMSF in a convenient and effective manner.
ESTATE PLANNING & ASSET PROTECTION
We offer estate and asset protection planning which can provide peace of mind knowing ownership, control and maintenance of assets and cash flow continues to intended beneficiaries in a tax effective and efficient manner in times of disruption.
TAX EFFECTIVE STRATEGIES
We develop individually tailored strategies which are responsible and appropriate encompassing a wide range of tax structures and investments. Integral Private Wealth is registered as a Tax (Financial) Advisor under the Tax Agent Services Act 2009 number 25453977.
Our referral partner, Integral Private Accounting specialises in quality accounting and tax services for high net worth individuals, self-funded retiree’s and businesses.
For more information about our wealth management and accounting services or to arrange a consultation with a member of our expert team, feel free to contact us.