CPA
1300 366 639
112/44 Hampstead Rd, Maidstone VIC 3012

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Strategic Wealth Management

INTEGRITAS Wealth Management provides Personalised wealth management solutions

 

Strategic Wealth Management is focused on achieving your financial goals by offering strategic investment opportunities.

 

Our financial advisers focus on achieving your goals by offering personalised financial planning and investment services.

 

About Strategic Wealth Management

 

  • We take a holistic view of your situation and goals to identify your needs and aspirations.
  • We understand short, medium and long term objectives.
  • We work to implement strategies to help achieve your financial goal.

Superannuation and retirement planning

 

  • We offer a comprehensive review of your current financial situation and retirement goals.
  • We tailor investment strategies and access appropriate investment opportunities.
  • We offer a range of superannuation and retirement solutions that meet your specific needs.

TaxTalk / Integritas Private Office

 

  • We provide a personalised service for your personal finances.
  • We give you more time to devote to family, friends and personal pursuits.
  • We offer you a sharper focus on your goals.

Life insurance solutions

 

  • We provide solutions to protect your family, your business and staff.
  • We provide solutions for Personal and business insurance options to ensure lifestyle objectives are protected.
  • We provide Insurance solutions tailored to your needs, as well as personal and investment goals.

Finding your Niche

  • We tailor advice and investment solutions for a range of professionals.
  • Our advisers have a diverse range of skills and experience for the specific needs of clients in niche markets.

Estate planning

 

  • Estate planning is an important part of your overall financial plan.
  • It can provide peace of mind for you, your family and loved ones.
  • Ensures that your assets and intergenerational transfer of wealth is maintained.

 

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