Intrepid Wealth.

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

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

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

Background In the competitive real estate market of Sydney, securing financing for renovations can often pose significant challenges, especially for self-employed individuals. One such client, who found us through Facebook,

In 2011, I began working with a couple who were already proud grandparents. From the outset, it was clear their priorities were financial security, independence, and maintaining their lifestyle without

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

Financial planning is a crucial aspect of leading a secure and prosperous life, yet it is often overlooked in daily conversations. In Australia, where the cost of living is rising

In an age where information is at our fingertips, it’s tempting to turn to YouTube for financial advice. However, while these videos can be engaging and informative, they often lack