Adam Pontague

Integro Private Wealth

Gold
10 Yrs Experience
Perth, WA 6000

Integro Private Wealth

London House, Level 7, 216 St Georges Terrace
Perth, WA 6000

At a glance

  • Adviser status Gold
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

I believe in complete transparency, which means whatever services you use, you will always know how much you’re paying and I will never apply a fee or charge of any type without your prior consent. You can be confident that there’ll be no nasty surprises and no hidden agendas. My services are focused on my clients’ best interests and are fee-based with no hidden commissions. Our transparent fee for service model ensures our clients know exactly what they will be charged and what those charges relate to. These will be documented in a Statement of Advice provided to clients with our strategic advice recommendations. The level of fees and charges are dependent on what services you wish to engage and can be tiered for some services depending on the value of funds under advice or funds under management.

Licensed by

Integro Holdings (Wa) Pty Ltd

AFSL 489444