Wealth Management and Financial Advice
Marshall Michael Chartered Accountants offers a comprehensive wealth management solution in partnership with one of Western Australia’s leading private wealth firms, 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 other 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 a privately owned firm by its founders and staff, and is headquartered in Perth, along with an office in Albany.
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