AMD Chartered Accountants operates a wealth management solution in partnership with Western Australia’s leading independent private wealth management firm, Integro Private Wealth.
We work together to assist clients to identify and target their desired goals, helping to
build a roadmap to guide their journey. This approach focuses on treating each client
individually, to ensure we are providing a tailored program that best supports their
individual needs.
We can develop financial strategies tailored to short, medium and long-term financial
goals, and conduct regular reviews to ensure their strategy remains on course.
Specialised services through the partnership include:
✓ Financial advice. We provide ongoing financial advice throughout all stages
of your wealth management journey, to ensure that you are prepared for any challenges and opportunities that may arise.
✓ Investment performance reporting. On both new and existing investments, we are able to provide feedback and reporting metrics on the performance of your investments to outline any changes that may result in getting better value for money.
✓ Succession planning. Whether you are selling the family business or getting ready to retire, we can help you establish a lasting financial legacy to your children and family.
✓ Whole of wealth reporting. Unlike most independent firms, we take the time and have the programs available to provide whole of wealth reporting to capture the status and growth of all of your investments including managed funds.
✓ Private markets investing. A unique aspect of our service offering is the ability to provide clients access to growing investment areas in private markets including private equity and private debt. These opportunities are not yet widely available in the WA market and this utilises industry connections with firms like Spire Capital.
✓ Responsible Investing. For those who want a stronger emphasis on ESG and responsible investing, we offer a dedicated suite of ESG-focused investment options.
About Integro Private Wealth
Integro Private Wealth was established in 2003 to provide private wealth management solutions to Australian individuals and families, particularly in Western Australia. With a team of 30 staff, the company provides a range of financial advice services for individuals, family offices, native title trusts, not-for-profit organisations and accounting partnerships. Integro Private Wealth is an independent firm that is privately owned by its founders and staff, and is headquartered in Perth, along with
an office in Albany.
Visit their website to learn more.
AMD Chartered Accountants: Why you can trust us
✓ The AMD brand has 40+ years of experience in providing taxation, business
services, bookkeeping, advisory and financial planning – at a local, regional and international level.
✓ We commit to understanding each client’s unique needs and offering fast, flexible and tailored solutions.
✓ To drive the best possible outcomes, our team of 80+ dedicated staff share their knowledge across six offices in Western Australia.
✓ We have built deep and lasting ties within the communities we operate.
Disclaimer:
AMD Wealth Pty Ltd (AMD) and Integro PW Pty Ltd (IPW) have formed a partnership to provide advice and services to clients of AMD. The Financial Planners of Integro PW Pty Ltd, Authorised Representative Number: 1297985, provide financial advice as Authorised Representatives of Integro Holdings (WA) Pty Ltd, ABN 61 612 297
739, Australian Financial Service Licence holder, No. 489444. Integro Private Wealth registered office street address;
Level 13
One Spring Street
Perth WA 6000