Investment Advice
Does This Sound Familiar?
- You have inherited or about to inherit a family estate, and you want to understand what tax-efficient investment options are available
- You would like to save for a dream holiday, your children’s weddings, or another important life event, but don’t know where to start
- You are looking to buy a new home and renew your mortgage, but want to look at more creative investment options
Tax-Efficient Inheritance
Realise Your dreams
Unlock your assets
We will help you to plan your financial future
At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning and support. Investment is a complex field which, if not managed correctly, could place you and your family under severe financial pressure. Our independence and expertise will help you to find the best blend of investments for your individual financial circumstances, aspirations and appetite to risk in order to minimise your exposure to market swings.
This means we will:
- Review your current financial circumstances, and understand your mid- and long-term goals
- Identify the best blend of investments to match your aspirations and risk appetite
- Implement plans that we agree on your behalf and continually monitor progress
We will help you to plan your financial future
At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning and support.
Investment is a complex field which, if not managed correctly, could place you and your family under severe financial pressure.
Our independence and expertise will help you to find the best blend of investments for your individual financial circumstances, aspirations and appetite to risk. This will minimise your exposure to market swings.
This means we will:
- Review your current financial circumstances, and understand your mid- and long-term goals
- Identify the best blend of investments to match your aspirations and risk appetite
- Implement plans that we agree on your behalf and continually monitor progress
Schedule your free consultation today.
The Integritas Financial Planning Process
At Integritas, we take the time to understand your financial goals – and work with you to attain them. We do this using a five-step process:
Discovery
Your Aims & Objectives
Review & Recommendation
Implementing Your Plans
Ongoing Review

Discovery
Your Aims & Objectives
Review & Recommendation
Implementing Your Plans
Ongoing Review
