Integro Private Wealth enters eastern seaboard market
Integro Private Wealth has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast.
The Perth-based wealth management firm has bolstered its national growth strategy by partnering with Queensland accountancy AH Jackson to improve access to advice in the state.
AH Jackson offers comprehensive accounting, tax, and advisory services. Its more than 5,500 clients, including individuals, families, and privately owned practices, will be able to access Integro’s financial planning and investment management services.
The announcement follows Integro’s partnership with AMD Chartered Accountants last year to provide advice to residents in regional Western Australia.
According to Integro managing partner Justin Gilmour, the AH Jackson partnership will be crucial as the demand for professional wealth management in Queensland climbs higher.
“Queenslanders are facing increasing financial complexity, from cost-of-living pressures to intergenerational wealth transfer. With a national shortage of experienced advisers, now is the right time to bring our bespoke solutions to the region and help clients plan for future generations,” Gilmour said.
“Our partnership with AH Jackson is designed to provide clients with access to leading private market investment opportunities, expert succession planning, and personalised financial advice.”
Ben Odgers, AH Jackson managing partner, acknowledged the increasing demand for assistance around business sales, M&A, retirement planning, and private market investments.
Integro already has an existing relationship with Spire Capital, which connects family office and private wealth investors with global alternative and private market investment opportunities.
“Many clients are looking beyond traditional investments and seeking exposure to private markets. Integro is well-positioned to meet this demand, offering tailored strategies aligned with market trends and long-term wealth goals. By working together, we can provide a seamless wealth journey for our clients,” Odgers said.
Gilmour also emphasised the importance of delivering advice to AH Jackson’s clients amid the intergenerational wealth transfer and growing need for succession planning.
“Particularly in sectors like agriculture and mining, families are currently experiencing the greatest intergenerational wealth transfer we have seen in living memory. As this continues, we will be working with AH Jackson to ensure that this transition is managed appropriately from start to finish, while focusing on bolstering their financial future,” Gilmour said.
Integro said that several AH Jackson clients have already been onboarded, while staff at Integro have undertaken formal training to ensure a smooth transition.
The wealth management business previously flagged its plans to expand into Australia’s eastern states and strengthen its presence in regional Western Australia.
Last month, Integro appointed Dean Sampson as a private wealth adviser and Tien Dat Nguyen as a senior paraplanner to support its strategic focus on expanding and improving its intergenerational wealth transfer and estate planning services.
Both Sampson and Nguyen joined from Perth-based financial advice business, SFR Advisory Group.
AUTHOR
Jasmine Siljic
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