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The IW Difference
1
Our full service offering ensures the “left hand is always speaking to the right”, when managing financial affairs.
Our approach to wealth management differs to most, where we approach your wealth management from a holsitic perspective, empowering the client with knowledge to drive better outcomes.
2
We believe that excessive fees and portfolio turnover are the surest way to cruel portfolio performance. We adopt a long term investment perspective and seek to optimise the risk to reward ratio for allocating clients funds in order to achieve their financial needs and objectives in an intelligent manner.
3
We engage an extensive network of external asset consultants and research houses to assist with our asset allocation decisions.
We maintain Quality and Value biases when allocating capital. Our preference is for high-quality assets, outstanding businesses, possessing competitive advantages, reliable cash flows and strong balance sheets to conserve and compound capital.
We utilise market-leading, wealth management systems to place the client in the driver's seat of their financial affairs.
This approach provides transparent portfolio performance attribution, expense disclosure, income projections and risk management tools for clients and their adviser to make informed, calculated decisions and contingency plans as markets move and personal circumstances evolve.
Our Principles
At Intelligent Wealth, our clients always come first. We believe in putting our clients' needs ahead of our own, building long-term relationships founded on trust and mutual respect. Our team takes the time to understand each client's unique financial situation, goals and objectives, to design tailored financial solutions that meet their specific needs.
Private and independent
We've evolved from a private family office. While our profitability is considered a sign of a healthy business, the family’s primary interest is how well we serve clients.
Always on your side
At IW, our focus is on long-term success — yours, and the firm’s. The strategies, services, and investments we suggest are ones we believe in and invest in ourselves.
Serving, not selling
Our client teams are rewarded primarily for client satisfaction rather than generating revenue. Our motivation is to provide professional advice with your best interests in mind.