Integro Private Wealth eyes eastern seaboard expansion
Integro Private Wealth is seeking to strengthen its presence in regional Western Australia and expand into Australia’s eastern states next year.
The Perth-based wealth management firm has ambitions to increase its reach across Australia and deepen its service towards family offices and high-net-worth individuals.
According to Integro, the announcement is part of the firm’s overarching vision to attract a broader client base throughout regional Western Australia. This follows after its completed merger with Wealth Advantage in July 2022, an Albany-based advisory firm.
Integro’s growth strategy includes its appointment of Adam Pontague as a private wealth adviser to bolster its current team of 30 staff.
Pontague holds nearly a decade of experience as a financial adviser, where he most recently worked as an adviser at Shadforth Financial Group.
“Adam’s extensive experience in serving high-net-worth individuals and family offices will be instrumental in expanding this aspect of our business,” said Justin Gilmour, managing partner of Integro Private Wealth.
“His proficiency in native title arrangements, not-for-profits and established relationships with professional services firms, such as accounting groups, will enable us to meet the specialist needs of these specialist client segments.”
Moreover, the company has promoted Travis Carter to associate after finishing his graduate program. He will continue to support the team of advisers to provide financial solutions and investment strategies.
Gilmour also shared his expectations of sustained client demand for advice in regional areas, driven by increasing regional land prices and the prominence of mining activities.
“Over the past few years, we have seen farming and agricultural land consolidate significantly and the mining industry maintaining its strength due to export volumes. We expect this trend to continue in 2024, meaning a lot of families in regional areas may need private wealth management,” he explained.
Integro Private Wealth provides private wealth management solutions to Australian families and individuals, focused on Western Australia and located in Perth.
AUTHOR
Jasmine Siljic
Recommended for you
A NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC.
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels.
Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.
Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across all metrics.
Add new comment