Integral Wealth Management
Michael Frantzeskou
Contact Person
Tailored Relationships
Integral Wealth Management is built on long-term relationships, integrity, and trust. We do not advertise; instead, our growth is driven entirely by referrals from existing clients. We invest heavily in education and personal growth to ensure our planners make a genuine difference in the lives they touch.
Ideal Client
We work with individuals who are committed to planning for their futures and value a collaborative partnership. We have no size limits—our focus is on the commitment to the goal, not just the balance sheet.
Philosophy
Our service is highly personalised and never driven by templates. You deal with a dedicated team, ensuring you are known to our support staff and always have a backup whenever you need assistance.
Holistic Independent Planning
Professional Standards & Fees
Our clients are the lifeblood of our business. We uphold the CFP® designation as a mandatory requirement for all new planners and build compliance into every procedure.
- Salaried Staff: Our team is salaried to ensure advice is never incentivised by product sales.
- Transparent Fees: We charge an upfront fee and an annual fee based on complexity, fully disclosed on your statements.
- Service-Driven: We prefer being paid as-and-when we provide the specific services you need.
Nurturing New Talent
Affiliated with the ASISA Academy, we provide internships to graduates to help build the future of the industry. We also offer a robust platform for independent planners to grow their practices using our systems and support.
Investing in education and growth to serve you better.
