We’re Bold,

We’re Different,

We're Mavericks

We know how to position your wealth to benefit from any market condition.

Our Intrepid Solutions

Portfolio Management

Sustainability is the primary driver of our service, personalised sustainable portfolios based on individual client specifications, or pure impact strategies.

Holistic
Financial Planning

Our holistic approach means comprehensive advice on the entirety of your family’s financial past, present and future.

Self Managed
Super Fund

Keeping up with the compliance requirements of your SMSF isn’t easy. But if you have the right tools, it will absolutely benefit you long term.

Why would anyone pay an expert to actively not take their advice?
You wouldn’t! That would be crazy right? Yep. That’s why we ask that you learn from our sharing, our materials and resources and our advice.

Talk to Us

Do you have a little bit of maverick in you, join us and we'll get intrepid maverick results together.

Why You Need

A Maverick to Manage and Grow Your Wealth

Independent

Fundamentally a maverick is an independent-minded person ... Oxford goes on to say it is a person who does not behave or think like everyone else, but who has independent, sometimes unusual opinions. Truthful to the point of bluntness.
Unbranded

Fundamentally a maverick is an independent-minded person ... Oxford goes on to say it is a person who does not behave or think like everyone else, but who has independent, sometimes unusual opinions. Truthful to the point of bluntness.
Challengers

Fundamentally a maverick is an independent-minded person ... Oxford goes on to say it is a person who does not behave or think like everyone else, but who has independent, sometimes unusual opinions. Truthful to the point of bluntness.

Here's how we are intrepid mavericks for you...

True hearted and authentic

We love what we do! Everybody says that right? For us, it's 100% true - we are fired up, passionate, live it, eat it, sleep it types - some would even go so far as to call us zealots for what we do and specifically, how we do it. We'll take that all day long.

Challenge the status quo

We believe your money should be working for you 100% of the time - not just some of it! So we use our deep expertise and experience, our partnership with the best research and analytics houses on the planet to read the signals. The market posts signs as big as billboards if you know what to look for

Use our Superpowers for good

We love using our knowledge, our years of reading the market, our commitment to Full Cycle, our connections, our access to information and analytics that the average punter just can't get aka our super powers, to make a difference for you, every single day.
Day in and day out.

Own our vision and ideas for the world​

In our world - and in quite literally how we are set up and work with you - your wins are our wins by very definition! Fundamentally, we have a vision for your future. We have a vision for the difference we make to you.

Hold strong convictions

We truly believe Full Cycle Investing is the way. In our view, anything less costs you opportunities, security and wealth and we simply won't stand for that. Of course, we appreciate our colleagues who offer a different path, we just don't buy it for ourselves or our clients. We quite literally invest the way we advise you to do so .

Our
Commitment

Remember, we invest our personal money and manage our private family portfolio’s exactly the same way we do for you. We promise we will never tell you to do something we wouldn’t do ourselves. Ever.

Over the years we have learnt a lot about what makes for a great working relationship. To make sure that happens for us, we’ve identifed some commitments we need to make to each other.

Be Part of

Something Special

Intrepid Wealth is committed to making significant impact around the world through our giving program. By partnering with B1G1 we have aligned our mission to the United Nations 17 sustainable development goals.

What
Clients are Saying.

David Murray, Optus

“PJ has provided us with comprehensive and well reasoned advice. He is able to answer all of our queries and provided us with a detailed and clear plan. I would not hesitate to recommend him to anyone.”

Teegan West, ServeCorp

“My husband and I have been working with PJ now for over a year, PJ has helped us with our self managed super fund, property developments and getting our money right. PJ makes everything simple and easy to understand.”

Andre Scanell, NTT Ltd.t

“My relationship with PJ started when I commenced my property investment journey and he has not only taken care of all my loan applications and obtained excellent deals, but his knowledge and experience with both the property and share market has provided me with guidance and support when purchasing properties and personal shares.”

David Murray, Optus

“PJ has provided us with comprehensive and well reasoned advice. He is able to answer all of our queries and provided us with a detailed and clear plan. I would not hesitate to recommend him to anyone.”

Brendon Hill, Seechange Management

“PJ has given me advice in areas including loan products, self managed super funds and managing debt. PJ was usually able to explain things to me in a clear way. Through PJ’s knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received PJ’s full care and attention when I needed it.”