We spend a lot of time listening and understanding what is important to you and what concerns you in life. We have the experience and knowledge to help you make informed decisions about your financial affairs to give you peace of mind. We will simplify complex matters and work with your other advisers such as your Accountant or Lawyer.
This team based approach ensures you receive a great client experience. As your life changes and the world around you, we can educate you about the opportunities available to help you achieve your goals. Our relationship is built on mutual respect, trust and open and honest communication, and we are committed to providing a professional, dependable and courteous service.
This team based approach ensures you receive a great client experience. As your life changes and the world around you, we can educate you about the opportunities available to help you achieve your goals. Our relationship is built on mutual respect, trust and open and honest communication, and we are committed to providing a professional, dependable and courteous service.
Services
Established in 1996, Integra Financial Services has been providing great financial advice to many Australian individuals, families and business owners who have sought to gain control of their lives and obtain the freedom to live the life they want to live. We are a privately owned and operated business; co-owned by Deborah Kent and Anthony Pears.
The Integra Financial Services advice team invest the necessary time and effort into helping you clarify your goals and aspirations. This understanding allows us to provide advice that is tailored to helping you achieve these goals and objectives. A key component of this advice is investment planning and as such Integra Financial Services have designed a clear approach based on our investment philosophy.
Advisers can't buy a place in the Most Trusted Advisers Network nor can they become Most Trusted Advisers through their affiliation with an organisation or company. Membership is by invitation only and is based solely on how participating advisers have been rated by their clients on an independent Client Experience Survey carried out by the Beddoes Institute.
When starting a new client relationship there are a few things that we believe will make our relationship more rewarding for everyone. The most important aspect of working with Integra is that we can develop a trusted advice relationship where you are willing to take and act upon the advice we provide.
In 2016 Integra Financial Services celebrated our 20th Anniversary. We sat down with Integra's Director & Co-Founder Deborah Kent to discuss Integra's past, the present and what the future holds. Deborah Kent's exclusive 6-part short video series designed to support women in financial services, with their careers, lives and businesses as she shares her personal insights and tips on a range of topics.
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