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Wealth Creation

FINANCIAL ADVICE

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.

With no alliance to product manufacturers or large institutions, Greg will deliver a service and advice that is tailored specifically to meet your needs.

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

DEBT STRUCTURE AND MANAGEMENT

So many people struggle from pay cheque to pay cheque because their debt load is not being managed effectively. Through debt structuring and management, making sure you’re utilising a tax effective strategy when it comes to your debt and reducing your personal debts to save interest, Greg can help reduce your debt to a manageable level.

He can also educate you about how “healthy” debt can maximise wealth creation. Through simple strategies and learning how to better manage your cash flow, Integral Wealth Solutions can help take the stress out of your debt. How great would it feel to pay off your mortgage faster and be ready to start enjoying life more with the peace of mind that you have complete financial freedom?

Don’t let your debt control you.

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.

INVESTMENTS

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.