Laura Dew / Money Management
A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational wealth transfer.
Integro Private Wealth has partnered with AMD Chartered Accountants to provide residents in regional Western Australia with greater access to financial advice. This will see AMD’s clients able to access advice from their regional Western Australian offices in Mandurah, Bunbury, Geraldton and Margaret River, and allow Integro’s clients to access accounting services from AMD.
As part of the partnership, Magda Betlem, director of AMD, has become an authorised adviser for Integro.
Demand for advice in regional areas is high, the firm said, on the back of rising land values and strong export and agricultural markets which is fuelling one of the largest intergenerational wealth transfers.
