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Wealth Creation and Protection

Here at Integritas our aim is to help you reach your finance goals, no matter what they are. If you’re looking to enhance your investments, protect your hard-earned wealth or plan for retirement, we know how to help.

We work best when we get to know you and understand what your retirement pictures looks like.

Our chat is designed to gather your thoughts dreams hopes and desires so we can create a holistic wealth plan unique to you for your family. This journey is not a set and forget strategy, it is an ongoing strategic. We regularly check in with you to see how you are going and make sure your plan is on track.

Investment

We offer a range of services to help you grow your wealth, protect your assets and reduce the tax you may have to pay. From a regular savings plan to crafting a personalised investment strategy or reviewing your existing investments, there are so many ways we can be your guide.

Our team will help you make smart choices when it comes to your investments, your sounding board every step of the journey.

Estate Planning

At Integritas, we say “Look after your loved ones by making family first.” .

We will help you set up strategies to protect your family well beyond your time.

Two things will happen; you will either be here to enjoy retirement or you won’t. Either way you need to consider how best to protect your family should you not be around to enjoy retirement.

We are passionate about family and know how important peace of mind is, when it comes to family security.

Your estate planning is not something you can get right if you are not here to deal with it.

Contact us NOW for a consultation on how to protect the family.

Superannuation and SMSF advice

A self-managed superannuation fund (SMSF) needs the expertise of a qualified professional. Our team are superannuation specialists and we are across all the rules to better advise you on your obligations.

Running a SMSF can be a difficult task that takes up a lot of your time and can cause stress. You need to consider how to grow the fund, remain compliant with superannuation law and prepare annual reports. These are all things we can help with.

From set up to ongoing maintenance of your SMSF, we are experts. You don’t have to worry.

Retirement Planning

Are you looking forward to the day you get to put your feet up and relax? Thinking about retirement often causes a mix of emotions. It’s an exciting time but the financial side can be confusing and uncertain.

Remember most people retire not realising they have only lived 60-70% of their lives. How are you going to afford the rest of your life?

We are here to help you prepare for a comfortable retirement. A retirement on your terms,  focused entirely on what you want to do.

Integrity. Accountability. Authenticity is Integritas.

 “taking care of business”

Get in touch with our experts today!

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