Integra Wealth Solutions (IntegraWS) was founded in 2011 as we felt there was a need for better investment advice.
We have built a culture based upon professionalism and evidence, not speculation and sales. Long-term relationships founded on trust are at the heart of our financial advisory services. This includes reliability and continuity as well as a transparent pricing structure.
IntegraWS is committed to developing strategies to help you manage your financial affairs so you can build wealth, enjoy life, and achieve long-term financial security.
At IntegraWS, we believe the advice we offer to our clients regardless of age or “life-stage” makes a valuable contribution to their financial well-being.
Our 5-Step Journey.
When you work with us, you’ll be guided through a 5-step process:
- Understanding your needs - We work together to understand your situation, personal objectives, risk tolerance and time horizon.
- Empowering you - We prepare you with the tools and knowledge to take charge of your financial future.
- Developing a plan - We develop and present a plan to help you achieve your needs, goals and lifestyle based on your current situation.
- Implementing your agreed plan - Once we have a agreed on your plan, we organize and engage your portfolio, making sure you understand what to do (and when).
- Keeping you on track - We continue to monitor and review your financial progress with you to ensure you stay on track
Integra Wealth Solutions is committed to developing strategies to help you manage your financial affairs
so you can build wealth, enjoy life, and achieve long-term financial security.
Jeffrey Noble proudly offers a full suite of financial and holistic planning strategies, courtesy of his wealth of experience and extensive product knowledge. He manages investments funds and superannuation accounts on behalf of our clients, as well as looking after their debt and insurance needs.
Jeff has over 25 years' experience in Global Investment Advisory and Wealth management and has had a successful career having worked with leading global financial institutions in Australia and overseas. He has significant experience in domestic and international investment and substantial knowledge about investment markets, investment alternatives, retirement planning, wealth creation and protection strategies.
Jeff has completed a Master of Business Administration (Financial Planning), Advanced Diploma of Financial Services (Financial Planning). He is also a qualified Justice of the Peace.
Outside of work, Jeff enjoys spending time with family, sports and travelling.
Ainhi Nguyen is the Practice Manager, with over 10 years' experience in the financial services industry. Ainhi thrived in different roles before, within internationally recognized companies such as ANZ Bank and First Data and cumulated experience working abroad, in Asia. Within Integra Wealth Solutions, Ainhi is responsible for overseeing and maintaining high quality services for our valued clients, in collaboration with the Senior Financial Advisers.
She has completed the Masters of Business Administration (International Business), as well as the Diploma of Financial Services (Financial Planning).
Outside of work, Ainhi enjoys relaxing activities and family time. She has a strong sense of community involvement. She is committed to assisting charitable foundations through her own endeavours, as well as Integra Wealth Solutions.