WA advice, accounting firms ink deal to provide for regional areas

Yasmine Raso

Senior Journalist

21 March 2024

A financial advice business and an accounting firm both based in Western Australia have sealed a partnership to deliver better access to financial advice and wealth management services to regional areas.

The deal between Integro Private Wealth and AMD Chartered Accountants will allow residents in key regional areas including Mandurah, Bunbury, Geraldton and Margaret River to access financial advice and accounting services.

“Through this partnership, AMD’s client base of over 3000 people will have better access to advice in their local area, allowing them to seek a more diverse range of global investment opportunities, which are difficult to obtain through a local private practice,” Managing Partner of Integro Private Wealth, Justin Gilmour, said.

A director of AMD Chartered Accountants, Magda Betlem, will also become an ‘Authorised Adviser’ for Integro as part of the partnership, leveraging Integro’s investment and technology capabilities to deliver solutions to clients.

“We have seen a significant increase in demand for financial advice from amongst our clients, particularly young people and those concerned by the impacts of government policy changes like tax concessions on super balances over $3 million,” Director of AMD Chartered Accountants, Shane Kaurin, said.

“A key strength of this partnership is that it allows clients to access advice from a trusted adviser who is working within the community. Clients are continually telling us that they want someone locally who they know and trust to be advising on their wealth.

“Regional families are on the cusp of the biggest wealth transfer we have ever seen with many family businesses, farms and mining sites consolidating and being sold off on the back of these high land values and market strengths.

“With Magda now working across both firms, she will act as a conduit and continue servicing our existing clients from an advice perspective, whilst enhancing our offering through accessing a broader range of  services like family office solutions and estate planning.”