Achieving the Right Loan Structure With a Fast Formal Approval The Client’s Challenge
A client approached Intrepid Wealth wanting to refinance while remaining with their existing lender. Their goal was to access $500,000 in equity for investment purposes and structure their lending across multiple loan accounts in a way that suited both their personal preferences and investment strategy. At first, the existing lender indicated that the requested structure could be […]
U.S. Inflation Report Arrives This Thursday — What It Could Reveal About the Fed’s Next Move
1. Setting the Stage: What’s Dropping This Thursday? The U.S. Bureau of Labor Statistics (BLS) will release the Consumer Price Index (CPI) for August 2025 this Thursday (September 11, 2025) at 8:30 AM ET—a critical benchmark for gauging inflation trends. 2. What Analysts Are Expecting Economic consensus suggests: 3. Why This Report Matters for Federal Reserve Policy This CPI data arrives amid growing expectations for […]
Turning a Crisis Into Opportunity: A Client’s Journey from Foreclosure to Financial Stability
Privacy Notice:Names and identifying details in this case study have been changed to protect privacy. The scenarios described reflect real situations. The COVID-19 pandemic turned the world upside down for many, but for one of our clients, it became the backdrop to a deeply personal crisis. In the middle of one of the toughest periods […]
Helping a Family Take Control of Their Finances
Privacy Notice:Names and identifying details in this case study have been changed to protect privacy. The scenarios described reflect real situations. In 2017, a family came to us feeling overwhelmed and stressed about their financial situation. Despite both parents having decent jobs, they were barely keeping their heads above water. Bills were piling up, and […]
Case Study: Helping a Client Secure a Car Loan in a Crunch
Privacy Notice:Names and identifying details in this case study have been changed to protect privacy. The scenarios described reflect real situations. Introduction In today’s fast-paced world, having a reliable vehicle can be essential for both personal and professional success. In this case study, we explore how we helped a client navigate a challenging situation that […]
How Intrepid Wealth Helped Secure Peace of Mind for a Worried Father through Estate Planning
Privacy Notice:Names and identifying details in this case study have been changed to protect privacy. The scenarios described reflect real situations. Mr. John Turner, a 68-year-old retiree from Sydney, approached Intrepid Wealth in 2022, concerned about the future well-being of his family. He had lived a fulfilling life, enjoying a successful career as a civil […]
Post-Christmas Financial Relief: Navigating the Aftermath with Personal Loans
The joy and merriment of the holiday season often come with a financial aftermath that can cause headaches long after the festivities are over. Christmas spending can take a toll on our wallets, leaving us with bills to pay and financial stress to manage. For our Australian readers facing post-Christmas financial challenges, there’s a solution […]
Intrepid Wealth Announces Annual Fee Adjustment Effective 1 July
Intrepid Wealth has advised clients that its fees will increase by 4.50%, effective 1 July 2026, in line with the Consumer Price Index (CPI). According to the firm, the adjustment reflects the rising cost of delivering financial advice services and is intended to support the continued provision of high-quality advice and client service. Fee Disclosure Statements Clients […]
Intrepid Wealth Acquires Accounting Practice to Expand Client
Intrepid Wealth has acquired an accounting practice as part of its ongoing effort to provide clients with a more comprehensive range of financial services. The search for a suitable firm began more than 12 months ago, with the objective of finding a practice that specialised in self-managed super funds (SMSFs) while also offering broad accounting […]
Intrepid Wealth to Transition Keystone Cashflow Fund A Investments into New Co-operative Structure
Intrepid Wealth has announced plans to transition investments currently held through Keystone Cashflow Fund A (KCFA) into the newly established Intrepid Wealth Co-operative, following approval of the new investment structure. The transition forms part of a broader initiative to strengthen governance, improve transparency, and increase member participation, while maintaining access to the investment opportunities currently available to investors. […]
