Integro Private Wealth has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies.
The Perth-based advice firm has appointed Dean Sampson and Tien Dat Nguyen, as private wealth adviser and senior paraplanner, respectively, to support Integro’s strategic focus on expanding and improving its intergenerational wealth transfer and estate planning services.
Sampson commenced his new role on 13 January, prior to which he was a senior financial adviser at SFR Advisory Group for more than two decades in addition to being a real estate sales representative for the group for more than 12 years.
Specialising in a variety of areas, including superannuation, estate planning, and simplifying aged care and Centrelink processes, Integro said Sampson would be a valuable addition to the team.
Also joining from SFR Advisory Group, Nguyen will commence his role at Integro on 28 January, following eight years as a paraplanner at SFR.
Integro managing partner, Justin Gilmour, said the appointments reinforce the firm’s growth strategy and reflect the growing need for service in the intergenerational wealth transfer space.
“Dean and Tien’s deep expertise in estate planning and wealth transfer aligns perfectly with our mission to deliver trusted, comprehensive advice to clients. As more families seek guidance on preserving and transitioning wealth, their appointments strengthen our ability to meet these critical needs, for our growing client base,” Gilmour said.
Despite Australia’s intergenerational wealth transfer now being underway, Gilmour said that many still lack appropriate preparations, with fewer than 50 per cent having a valid will and even less so with a comprehensive plan in place.
“This leaves families exposed to potential legal disputes and inefficiencies. Integro is dedicated to simplifying these complexities, ensuring families can transition their wealth seamlessly and with confidence. Their expertise bolsters our capacity to provide holistic, tailored solutions that meet the unique needs of each client,” he said.
Sampson said he is pleased to be taking on this new position to help more Australians prepare for the future.
“Having an appropriate asset allocation, including a cash reserve, is essential to mitigate risks such as liquidating investments during market corrections. By combining these principles with Integro’s advanced modelling and projections, we can help clients feel more confident and secure in their retirement journey,” he said.
In March last year, Integro announced a partnership with AMD Chartered Accountants to provide residents in regional Western Australia with greater access to financial advice.
This saw AMD’s clients gain access to advice from their regional Western Australian offices in Mandurah, Bunbury, Geraldton and Margaret River, and allowed Integro’s clients to access accounting services from AMD.
