Welcome to Integrated Wealth Management
Integrated Wealth Management is an independently owned boutique advisory firm focused on serving the needs of Individual and Small Business clients. We are specialist in the areas of self-managed super funds, public sector superannuation, wealth creation, salary sacrifice, gearing strategies, estate and risk management planning.
We operate a fee based advisory service advising clients on the management of their superannuation and related personal financial planning services.
We are passionate about helping our clients articulate and achieve their personal, business and financial goals through providing intelligent, ethical and uncompromised advice and services.
Pro-Bono Work – in conjunction with the Cancer Council and also for those less fortunate we provide a free Financial Planning Service.
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