Integro merger creates wealth of support for regional, metro clients

Integro Private Wealth and Wealth Advantage have merged to expand their full-service private wealth management and financial planning offering for metro and regional clients. Now with offices in Perth and Albany, Integro Private Wealth serves clients across the Great Southern and Mid-West regions.

Building on more than three years of collaboration between the companies, Integro Private Wealth Managing Director Justin Gilmour said the merger created an unmatched comprehensive financial service offering to its growing client base in Perth and regional Western Australia.

“This merger combines two trusted companies to create a unique service offering,” said Justin.

“As well as advising and guiding clients on all aspects of private wealth management, it allows us to meet the increasing demand from the agricultural sector from our Perth and regional presences and be accessible for our clients in the regions” he said.

“Australia’s $80 billion agriculture industry is experiencing accelerated change and innovation. Our agricultural clients, both in Perth and regional areas, appreciate our collaborative and transparent approach to insurance, tax, and financial planning.”

Integro Partner Tim Sullivan said the state-wide presence was important to provide support to a wider range of clients and investment opportunities, as well as further development opportunities for staff.

“The current financial environment is making people consider carefully their investment strategies,” said Tim.

“We offer a full team of experts which clients can count on to grow and protect their financial futures. We also have a tested panel of additional advisors we can bring to their table as needed, including partnering with quality farm consultants,” he said.

“Our staff also appreciate the opportunities to work across the sector. We develop well-rounded, commercially minded advisors; our clients benefit from their broad experience, and our staff enjoy variety and deep learning – this symbiosis means great outcomes for clients and staff.”

The merger brings the number of in-house staff to 30.

Supporting the company’s values of trust and transparency, Integro Private Wealth also works jointly with BDO Private Wealth to offer clients access to the full suite of professional advisors. This ranges from specialist Tax Advisory, to Mergers and Acquisitions and Family Succession Support.

“Clients really value being able to access a full wheelhouse of solutions as they often don’t know where to start, who to trust and it can really take up a lot of time. Having access to all these services within the one firm simplifies this process,” said Justin.