Services

WEALTH MANAGEMENT SOLUTIONS

Integral Private Wealth provides a full range of wealth management services. We work closely with each client to ensure we are delivering the right service at the right time to meet the right need.

INVESTMENT MANAGEMENT

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.

ACCOUNTING

Our referral partner, Integral Private Accounting specialises in quality accounting and tax services for high net worth individuals, self-funded retiree’s and businesses.

CONTACT US

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.

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

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