Integro Private Wealth

Integro is proud to announce that two of our associates, Travis Carter and Jameson Johnston have passed their ASIC Financial Advisers exam. Despite the challenge, with only 62% passing this quarters’ exam, both men were successful in their achievements, demonstrating exceptional commitment to their studies alongside their client work. Integro is dedicated to providing top-notch financial advice and services to our clients, and both Travis and Jameson are valuable members of our team. Congratulations both! #FinancialAdviser #ASIC #ProfessionalDevelopment

Remember to vote for Justin Gilmour in the FS Power 50! Justin, our Managing Partner, has been announced as a finalist in the FS Power 50, an awards program recognising the #Top50 most influential advisers in Australia Voting for the FS Power 50 closes this Sunday and takes just 15 seconds. Three simple steps: 1. Click on the link/image below 2. Select Justin Gilmour from the drop-down box 3. Enter your details

We are delighted to announce that Bryce Wild has now become a shareholder at Integro Private Wealth.   As a dedicated member of the team for over four years, Bryce consistently delivers outstanding results and embodies the values and culture that define Integro. His ability to build strong relationships with both current and new clients has been instrumental in our growth. Above all, Bryce is a fantastic colleague, and we are grateful for the opportunity to work with him.   Please join us in congratulating Bryce on a well-deserved achievement!   #ShareholderAnnoucement #WealthManagement

Last week, Integro's Adam Pontague attended the 2024 WA Airway Group Bali Conference, where Integro was a proud Silver Sponsor. The conference was a great opportunity to discuss that critical care, retrieval medicine and emergency airway management are all important processes for engaging clinicians and professionals from different disciplines in how we can navigate these medical challenges. Thank you to all the critical care professionals that participated. #airwaymanagement #WAAGConference #SilverSponsor 

A nice morning read to start your day, with our private wealth adviser, Bryn Evans featured in The West Australian around what you need to know at tax time, including the benefits of not jumping in to lodge straight away. If you have any questions about your tax return or how financial advice can help you map out your tax obligations, please get in touch. #financialadvice #taxtime

Earlier this week, markets were down significantly, creating challenges globally. Our director, Tim Sullivan shared some valuable insight with Lucy Dean at The Australian Financial Review on why he would look at large-cap stocks like CSL if prices were positioned well in another sell off. Discover ways to navigate market volatility in the article below. #Wealthmanagement #CSL #LargeCap #InvestmentStrategy

The Integro team is pleased to be in our new office at One Spring Street, which accommodates for our expanding team. We cannot wait to bring our clients and partners here over the coming weeks.

Our Managing Director’s interview with The Australian Financial review…

Managing Partner, Justin Gilmour spoke with Duncan Hughes at The Australian Financial Review this week around the intergenerational wealth transfer which is playing out in regional WA. He notes that the tax changes on superannuation balances over $3 million will be a "massive whack" that undermines the structure of super, creating complexities for those seeking to pass on wealth to their families. This will be a particularly prominent issue for those in rural and regional WA with their family farm or business tied up in their super.

Bryn Evans sat down with Lucy Dean at The Australian Financial Review to talk through the process of how parents can pass on wealth to their children and what the tax and financial implications can be in a variety of different situations. You can read more about it in the article below.