Our wealth management services are here to help your money grow

All our advice from strategic to ongoing portfolio management aims to make you as confident as possible that the agreed objectives can be met, while ensuring that you have ongoing proactive advice, ease of administration, personalised, professional investment management and an advice team always available to assist you and answer any questions you may have.

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Financial Planning

Providing comprehensive financial planning advice has been the cornerstone of Intralink since its inception, which amounts to more than just reviewing your investments and balancing your portfolio. If you are truly committed to building your wealth and reaching your financial goals, there are a variety of areas to address such as your income, budget, savings, tax, and reviewing your current investments in order to create a plan which sets out how best to achieve your long-term goals.

A good financial plan will allow you to revise or re-evaluate your strategies and work out alternative methods of reaching your objectives.

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Investment Management

We manage client accounts on an Individually Managed Account (IMA) basis. An IMA allows you to retain beneficial ownership of all assets; meaning that assets are owned in your name or that of your investing entity. Your account is managed on a discretionary basis by a team of our internal portfolio managers, to an agreed strategy by our investment committee which is customised to suit your personal circumstances, risk profile and tax position.

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Administration Services

Our Family Office service is designed to assist families and individuals of significant wealth, as well as the professionals involved in running their affairs. We provide you with the tools to make informed investment decisions while reducing administration for you and your accountant.

To reduce costs for clients, we administer the investments in-house utilising the Class Portfolio which is a powerful cloud software solution for streamlining investment portfolio accounting, administration and reporting.

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Accolades and memberships

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  • FASEA-logo
  • SMSF_Association-logo
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  • Boutique-Advice-Firm-of-the-Year2017
  • IFA_SEAL_2018_FINALIST_Boutique_Advice_Firm_of_the_Years
  • Boutique-Advice-Firm-of-the-Year-2019
  • IFA_SEAL_2020_FINALIST_Holistic_Advice_Firm_of_the_Year