They manage our portfolio meticulously.
Victor Kailis – Integro Client Since 2013
I’m very fortunate I have Integro, they take the stress away
Margaret Anderson – Integro Client Since 2013
Their investments are all at arms length, which minimises risk and bias.
Dr Gordon Harloe – Integro Client Since 2011
From the initial consultation I was happy to go with Integro.
Garrod Keightley – Integro Client Since 2011
WE KNOW EVERYONE’S STORY IS A DIFFERENT TALE
In a world prone to rapid changes, our approach to 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.
The bedrock of our business is developing personal relationships with each of our clients, so that we have a complete understanding not only of your financial affairs but your lifestyle, interests, and long-term objectives. This enables us to tailor investment strategies accordingly and provide purposeful advice about aspects such as superannuation, insurances, loan and debt management, and retirement planning.
We can help you manage your wealth with a view to benefiting future generations of the family. Considerations can include asset protection, portfolio structure, estate and capital management, risk minimisation, succession planning, philanthropy, and unlocking potential for growth. Every part of the planning process is customised to your family’s personal circumstances, ambitions and, importantly, values.
NATIVE TITLE TRUSTS
Specialist advice is provided to help communities invest and distribute trust funds wisely and fairly. All planning and decision making is conducted in consultation with the community. Key meetings are held on country and control of the finances stays in the hands of community members, who set the guidelines for funding immediate needs and implementing investment strategies to deliver long-term benefits.
We assist Not-for-Profit organisations and charities in structuring investment committees, setting governance guidelines, and designing and implementing investment policies and strategies. We can also advise on grant applications and engagement with philanthropists and other benefactors. In managing endowment investments, our focus is on protecting and growing funds to ensure a sustainable future.
Through our relationships with like-minded accounting practices, we can each provide our mutual clients with a broader range of financial services, and help each other grow. For instance, our clients can benefit from advice in specialist areas such as business structuring, accounting systems, tax planning and compliance, and mergers and acquisitions. Such synergies provide benefits for all parties.
We invest in both Australian and International shares on a strategic basis, exploring appropriate diversification across different markets and economies.
We are skilled in advising on investments in both listed and unlisted property assets across the commercial, industrial and retail sectors.
We consider investments in infrastructure assets and related operations across a range of sectors including transport, utilities and natural resources.
We look at alternative investments as perhaps part of a portfolio, including unlisted companies, private equity, infrastructure, hedge funds, managed futures and derivatives.
We may recommend fixed-interest investments, such as bonds and debentures, when there’s a need for a predictable income level and low risk of capital loss.
We may include investment options such as bank deposits and short-term money market securities when the strategy requires a level of liquidity and low risk.
We see wealth management as a holistic process. We will work with you to manage your financial goals with a coordinated plan that is both comprehensive and personally tailored. Our approach is to look at your overall financial and life situation to identify and implement strategies aimed at achieving outcomes that fit with your aspirationsJustin Gilmour
CONFIDENCE THROUGH COMMUNICATION
ONLINE PORTFOLIO ACCESS
At the click of your mouse you have 24/7 access to your portfolio status via our secure online portal.
At least once a year we will conduct a face-to-face meeting with you, reviewing your investment goals and benchmarking the progress of your plan.
Following the annual review, we will produce a ‘to do list’ that details simple steps you can take to keep your plan on track.
Your plan is our plan, so we will make certain it is designed in line with your values and aspirations. You can contact us any time to discuss changes in your situation or any new opportunities or issues.
CUSTODY OF ASSETS
The security of your assets is a fundamental principle of our business philosophy. The assets we manage on your behalf are held on trust with a custodian approved by the Australian Prudential Regulation Authority (APRA) under arrangements that are transparent and clearly understood.
We undertake our obligations for compliance and monitoring very seriously. All regulations and directives by the relevant financial authorities are observed and we have a system in place for regular audits of our compliance by accredited external monitoring bodies.
Our firm is accredited by the SMSF Professionals Association of Australia (SPAA), the country’s only SMSF professional body that has set internationally recognised accreditation standards in this area.
They do it all for you, plus my portfolio value is increasing a lot more. The proof is in the figures; they don’t lie.Jordan Elliot – Integro Client since 2016
I’m totally impressed with the way they go about their business. Documentation wise, making sure that everything is bona fide. Compliance is a big issue with them.Victor Kailis – Integro Client since 2013
They’re very proactive. It’s not just, “We’ve put your money there, we’re satisfied”. They’re watching and looking around to see if there’s something else that could be perhaps better. It’s to diversify. They don’t just keep all your finance in one box. You’ve got have a few little boxes as well. It’s really important.Margaret Anderson – Integro Client since 2013
‘We’re able to fulfil our needs rather than being lumped in with, say, a big corporate grouping. So all the investments are our investments and we have a say in them. It’s good value and we understand what they’re doing.Allan White – Integro Client since 2013
The reality is there’s something like two thousand products that you can invest in. A lot of them you wouldn’t come across if you’re not active in the market, so Integro’s research plays an important role. Having the backing and the research to make the decisions about what you should be investing in is important for everyone. There should be no surprises.Joe Evangelista – Integro Client since 2016
The Integro team are responsive and proactive, with appropriate reminders, and they have a real-time on-line secure portal for you to follow your investments. Regular meetings ensure that there is constant review of our financial progress, and adjustments can be made as our circumstances change.Dr Gordon Harloe – Integro Client since 2011
Justin was instrumental in helping me get a significant loan for an investment property, which was quite incredible at the time. He worked extremely hard on it with his mortgage broker and they got it over the line with the bank. It was Justin who started the ball rolling and secured the fundsGarrod Keightley – Integro Client since 2011
Get in touch
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