You can see how we go about the business of managing your money, by clicking on whichever section you wish to know more about.
You can also log onto your Transact account by clicking here.
Visitors to this site who are not yet clients of Integra Financial can discover how we provide financial advice, before arranging a meeting.
There are FOUR KEY areas within this site, providing a detailed overview of our advice process. We suggest you begin with Asset Allocation then move to Fund Selection then on to The Wrap Account and finally the Annual Review … which is when we re-visit your portfolio to ensure it continues to meet all your financial objectives.
You will also find various useful links within the Information Centre.