Does the idea of sorting out your finances intimidate you? Not even sure where to start?
The first step towards gaining control over your money is to seek professional advice.
Greg Meyers, founder and owner of Integral Wealth Solutions is a qualified Certified Financial Planner with over 26 years’ experience in the finance industry
With a Bachelor in Business (Finance), a Diploma of Financial Planning and Certified Financial Planner professional status through the Financial Planning Association of Australia, Greg is expertly positioned to help you achieve your financial needs and goals. He will work closely with you to understand your unique circumstances.
Integral Wealth Solutions are proud to service a diverse client base including high net worth clients and those with complex financial structures; right through to self-managed superannuation, general superannuation, investment, insurance, estate planning and taxation advice.
Integral Wealth Solutions encourage you to work towards achieving your long-term financial goals and will actively monitor, review and support you through the process to the end goal; financial freedom.
I take the time to understand my clients, their business and their lifestyle so I can help them to set meaningful financial goals and then work in partnership with them to achieve these goals over the long term.
- Greg Meyers
Investing your money can be daunting as there are so many options and levels of risk involved. For many people this is just too overwhelming and they are hesitant to take the first step.
However, investing can be a very smart way to meet your life goals and financial objectives. With the right team behind you offering sound advice and investment ideas to help your money grow faster, you can be confident that your risk is managed, your capital protected, and your investment goals are achieved.
Integral Wealth Solutions specialise in long-term portfolio management and will help you to establish a sensible and easy to follow process for wealth creation, offering advice and support along the way. Greg is personally experienced with well thought out, intelligent invest planning and is more than happy to share his vast inventory of knowledge and strategies with you. Think of it as investment education from a “Wealth Professor”. Greg knows what works because he puts his own money where his mouth is.
LIFE, DISABILITY AND INCOME PROTECTION INSURANCE
There are countless and invaluable benefits to having your income protected and having the right insurance in place. First and foremost, it is about peace of mind and knowing that your loved ones are protected from financial distress should something happen to you.
Death or disability should not stop you from achieving your family’s long-term financial goals and you can protect your capital and assets to make sure that your money is safe and available to your family when they need it.
- If something happened to you, can your family survive financially?
- Do you have enough of the right insurance?
- Do you know what you are covered for?
The importance of the right insurance is vital in order to protect your family and your money. Your insurance needs to have the correct ownership structure to ensure you can access your benefits when you need them the most. Integral Wealth Solutions can advise you about funding business succession plans/key person insurance, estate equalisation, tax effective funding of insurance premiums and can help remove the financial stress of a major injury or illness.
Greg can compare the insurers available and tailor a plan that works for you. If your circumstances should ever change, he can review your insurance and make any changes necessary to keep it effective and relevant. In the event that you did need to make an insurance claim, Greg will be there to guide you through the claims process and manage the claim to its conclusion.