We respect that you trust us with your life savings
ABOUT US
When it comes to personal financial wellbeing, taking advice from others requires faith in their skills and trust in their judgement and knowledge.
We will always act in our clients’ best interest trying to achieve the best outcomes for you focusing on what is important to you first.
We want you to be comfortable with us as your financial adviser and part of this involves helping you understand our approach to investing. To us, client relationships are about being open and transparent with everything we do.
"Price is what you pay, value is what you get"
-Warren Buffett-
INVESTING FOR THE PHASES OF LIFE
Working
Creating and building wealth through your working life, savings, or windfall gains. Inexperienced investors need professional guidance. This phase is about helping you choose the most appropriate investment strategy to help make the most of your money.
Retirement
From being very being active, more localised to eventual slowdown. An enjoyable retirement is something to look forward to. This phase is about finding the right investment strategy - the perfect balance between conservation and growth to ensure your capital isn't being eroded, but to also ensure your regular income continues. Your money may need to last up to 30 years and therefore you cannot afford your investments to fall asleep during this time, even though you may wish to sleep peacefully.
Aged Care
We have worked alongside clients and their families for many years, helping them with the transition from independent retirement to fulfilling their supported aged care needs. The decision to transition into Aged Care is not one to make lightly and the move can be rushed and stressful. This phase is about helping you make those decisions.
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(08) 8377 7501 office@intechwealth.com.au
Unit 7, 435 Fullarton Road, Highgate SA 5063 49 Murray Street, Tanunda SA 5352