What are the costs involved?
We calculate the cost based on how much work we do for you. A typical one-off project will cost between $3,500 – $10,000 based on the help that you need. Some of these costs may be paid out of superannuation.
How do financial advisors get paid?
All staff at Intrinsic Private Wealth are remunerated by salary, with Directors also remunerated via distributions or profit share. We do not use products where commissions or any form of conflicted remuneration is paid.
Do you guys do everything for me?
Working with us is a partnership where we each have responsibilities. We hold the knowledge and will run the wealth system. There are however, some activities we can’t do on your behalf, which we’ll need to get you to do.
Do you have any affiliations with banks?
No, we are an independent, family owned & run business that does not have an affiliation with any bank. We have our own Australian financial services licence through MTR International Pty Ltd as trustee for the MTR International Unit Trust T/A Intrinsic Private Wealth (IPW), authorised representatives of Intrinsic Private Wealth Management Pty Ltd (AFSL NO. 480872).
Where can Justin & Ray meet you for meetings?
We have offices in Sydney & Bowral, and we can of course meet via an online meeting or come to you where appropriate.
Can I trust a financial adviser?
Great question. To build trust in an adviser, as with as any relationship, you need to spend time together. Before we ask for a financial commitment, we’ll have at least three conversations with you first, where we’ll seek to understand if we are a good fit, understand what you are trying to achieve in life and present back what we can do, as well as the associated costs.