With Integro you get an answer there and then.

Jordan Elliot – Integro Client since 2016

There’s no nonsense, no hard sell.

Joe Evangelista – Integro Client since 2016

They provide meaningful analysis and a positive plan forward.

Dr Gordon Harloe – Integro Client since 2011

They’re happy to explain and make you feel comfortable.

Margaret Anderson – Integro Client since 2013

They tailor everything to my needs and expectations.

Garrod Keightley – Integro Client since 2011

INTEGRO PRIVATE WEALTH TAILORED PROSPERITY

  • We combine the craft of wealth management with personalised strategies for financial wellbeing.

  • Our approach is to manage your wealth as if it were our own. To do that, we get to know you, and your needs and aspirations, very well.

  • Then we apply our collective expertise to develop a strategy to meet your specific goals, and a plan of action with which you are entirely comfortable.

  • Underpinning our advice and endeavours is a philosophy that has enabled us to establish trusting relationships with our clientele of individual investors, family offices and not-for-profit organisations.

LEARN ABOUT OUR PHILOSOPHY

WEALTH MANAGEMENT

In a world prone to rapid changes, our way of managing your investment portfolio is to be constantly attentive and aware, and firmly focused on your individual needs. Using a combination of statistical data, sophisticated software and expert economic analysis, we monitor the performance trends of the asset classes in your portfolio on a daily basis. All the while, we liaise with your accounting and legal advisers so that together we can provide you with comprehensive, consistent and timely service.

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FINANCIAL PLANNING

Whatever your individual financial needs and circumstances, we offer a highly personalised financial experience founded on trust and based primarily on understanding your professional and lifestyle goals. A sound, fundamental process is then applied to determine how to achieve those goals, while keeping you fully informed of how we plan to do so. We are committed to delivering concrete, measurable results, not vague outcomes.

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OUR ADVISERS

Our senior financial advisers
and technical specialists have
more than ninety years of
combined experience, which
they apply collectively to
provide each of our clients with
a tailored investment strategy.

VIEW OUR KEY PEOPLE
Wayne Miller – Integro Client since 2013 (H)

I was getting ready for retirement and we were shutting down one of the businesses and selling off the stock. I wanted to distribute money to my two daughters and sons in law, so I asked around and Justin was recommended. I went and saw him and said we’d better sort this out, and he’s done it very, very well.

Wayne Miller – Integro Client since 2013
Victor Kailis –Integro Client since 2013 (H)

Our accountants suggested we consider Integro to look after our superannuation fund. We were so impressed with their performance that we also asked them to manage our business investments.

Victor Kailis –Integro Client since 2013
Margaret Anderson – Integro Client since 2013 (H)

Others say, “You give me this amount of money and I’ll go and do this for you”, and you hear nothing, and you think, “What’s going on?” But they keep you informed, which is very important.

Margaret Anderson – Integro Client since 2013
Jordan Elliot – Integro Client since 2016 (H)

I’m going to be with them forever so to speak. I’m confident in what they’re doing, to the point I put a lot of my staff in touch with these guys and recommend them to my customers.

Jordan Elliot – Integro Client since 2016
Allan White –Integro Client since 2013 (H)

Integro have been able to look at our total overall requirements, for investments, insurances, superannuation, and debt reduction, and bring all that together. They also have a very strong input when we sit down with our accountant, so we get the best advice as to where we should be going and how we should be doing it.

Allan White –Integro Client since 2013
Joe Evangelista – Integro Client since 2016 (H)

I’m probably a little bit different as a client in that I used to run a financial planning practice, so I know the industry and understand what it’s all about. But with my current role keeping me very busy it means my investments have to be managed by someone, and Justin saves me a bundle of time. It’s really more of a partnership.

Joe Evangelista – Integro Client since 2016
Dr Gordon Harloe – Integro Client since 2011 (H)

Integro’s services cover key areas like superannuation and retirement planning, insurance planning, advice on how to source taxation and accountancy support, and links to lawyers providing advice on wills and trusts. It’s a holistic service, and ensures there’s a consolidated review of your entire wealth management and insurance.

Dr Gordon Harloe – Integro Client since 2011
Garrod Keightley – Integro Client since 2011 (H)

My hairdressing business is very personalised and so is Integro’s. I can go into their office and I basically know everybody and they know me. I feel one hundred per cent comfortable. It’s the same when Justin comes into my salon. He knows everybody and they all treat him with respect, and that’s exactly what I get from Integro.

Garrod Keightley – Integro Client since 2011

Get in touch

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