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We respect that you trust us with your life savings

ABOUT US

When it comes to personal financial wellbeing, taking advice from others requires faith in their skills and trust in their judgement and knowledge.

We will always act in our clients’ best interest trying to achieve the best outcomes for you focusing on what is important to you first.

We want you to be comfortable with us as your financial adviser and part of this involves helping you understand our approach to investing. To us, client relationships are about being open and transparent with everything we do.

“Price is what you pay, value is what you get”

-Warren Buffett-

WHY INTECH WEALTH IS DIFFERENT

We believe in taking care of the whole family.

We specialise in the various phases of wealth creation through to retirement, from being very active, more localised, to eventual slowdown.

The phases of retirement involve planning towards retirement and making it easy once you get there.

Although many clients will move from one life stage to the next as they get older, they may also move backwards or even jump forward a stage because of unexpected changes in their life such as divorce or receiving a large inheritance.

The life stage our clients fit into can be determined by their lifestyle and financial goals. We want to get to know you so that we can help you determine the appropriate financial planning strategy for you, your family, or your business.

INVESTING FOR THE PHASES OF LIFE

IntechWealth Life Phases1

Working

Creating and building wealth through your working life, savings, or windfall gains. Inexperienced investors need professional guidance. This phase is about helping you choose the most appropriate investment strategy to help make the most of your money.

IntechWealth Life Phases2

Retirement

From being very being active, more localised to eventual slowdown. An enjoyable retirement is something to look forward to. This phase is about finding the right investment strategy – the perfect balance between conservation and growth to ensure your capital isn’t being eroded, but to also ensure your regular income continues. Your money may need to last up to 30 years and therefore you cannot afford your investments to fall asleep during this time, even though you may wish to sleep peacefully.

canoes retired

Aged Care

We have worked alongside clients and their families for many years, helping them with the transition from independent retirement to fulfilling their supported aged care needs. The decision to transition into Aged Care is not one to make lightly and the move can be rushed and stressful. This phase is about helping you make those decisions.