You are open to a trusted advice relationship
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.
This also extends to mutually respecting each others time, requests and our processes so everything just works better!
You have some financial complexity
The concept of financial complexity is a very personal one, it is based on your own personal beliefs, financial hopes and the degree of financial confidence that you have.
In most cases you are seeking financial advice as a result of feeling like you do have some financial complexity or uncertainty in your life.
We can add value
We’re not talking about how much money you make or save in the short term but specifically the value that you receive by maintaining our relationship.
The value of having someone who has a vested interest in you and understands your financial complexities, beliefs, values, hopes, abilities and objectives.
You are enjoyable & respectful to work with
In any successful relationship ‘respect’ is the key. We don’t take our relationship with our clients for granted and likewise we don’t expect that you will take our services for granted.
We want every meeting and interaction to be an enjoyable experience for everyone!
You understand we're running a business
Just like any business, we have our premises, employees, taxes and service providers we need to pay to maintain a sustainable and profitable business and allow us continue to meet our clients’ expectations. We are not the cheapest nor the most expensive in the market place when it comes to our fees.