Investment Advice.

We believe that investing should be done with an unwavering focus on your overall financial plan and long-term goals.

It is perhaps the single most important thing we ensure we understand when we first meet with our clients. No two people are the same, and therefore no two investment strategies are either. We create tailored investment plans so you can be sure that the advice you receive and the solutions we recommend have been carefully developed for you. And you alone.

Our investment philosophy is focused on creating resilient portfolios

Exposing you to a level of risk you are comfortable with

How we work.

Whilst our investment recommendations will be uniquely tailored to you, our framework for service and the advice we give follows a clear path for everyone we speak with.

Step 1 | Discovery

In the discovery stage, we take the time to understand your unique financial situation, goals, and priorities. Through in-depth discussions and thorough analysis, we gain insights into your current financial standing, as well as your aspirations for the future. By uncovering what matters most to you, we lay the foundation for a tailored financial plan that aligns with your needs and objectives.

Step 2 | Planning

In the planning stage, we develop a comprehensive financial roadmap tailored to your specific circumstances and objectives. Drawing upon our expertise and industry knowledge, we craft a personalised plan that addresses key areas such as budgeting, saving, investing, risk management, and retirement planning. Our goal is to provide you with clarity and confidence in your financial decisions, guiding you towards a secure and prosperous future.

Step 3 | Implementation

In the implementation stage, we put your financial plan into action, helping you execute the strategies and recommendations outlined in your plan. Whether it involves setting up investment accounts, establishing insurance coverage, or making adjustments to your budget, we work closely with you to ensure a smooth and seamless implementation process. Our focus is on turning your financial goals into tangible realities, empowering you to take control of your financial future.

Step 4 | Monitoring

In the monitoring stage, we regularly review and monitor your financial plan to ensure it remains relevant and aligned with your evolving circumstances and goals. We track your progress, assess the performance of your investments, and make adjustments as needed to keep you on track towards achieving your objectives. By staying proactive and vigilant, we help you navigate changing market conditions and life events with confidence and peace of mind.

Step 5 | Review and Adapt

In the review and adaptation stage, we conduct periodic reviews to assess the effectiveness of your financial plan and make any necessary adjustments to keep it on course. Whether it's changes in your personal or financial situation, shifts in market conditions, or updates to tax laws and regulations, we remain vigilant in ensuring that your plan remains flexible and responsive to change. Our commitment is to support you every step of the way, adapting your plan as needed to help you achieve your long-term financial success.

Ongoing service and advice.

We are very much with you for the long term. To ensure you obtain the best performance from your investments, we recommend regular reviews and, when appropriate, adjustments to your portfolio. Because things can change. At a macro level, the economy can pivot and your own situation, objectives and attitude to risk can do the same. So, we offer an ongoing service for remuneration that we will discuss with you as part of our process.

Don't just take our word for it.

The team at integra has a very approachable attitude. They provided sensible and thoughtful advice that was clealry targeted to my unique circumstances. I am definitely seeing the outcomes I was hoping for and am very pleased wit the overall service.

Book a free discovery call.

If you’d like to find out more about us and our approach, then we offer a completely free initial discovery call where we can briefly find out a little more about each other.