Our
Our future is built on continuous innovation, but our operations wouldn’t be possible without our team’s commitment to conducting business with uncompromising integrity and professionalism.
Comittment to achieving Key Results.
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 identified some commitments we need to make to each other.
Each of our four commitments stands for itself. But together they empower us to create lasting value for our clients.
We work very closely with you to understand what drives you, what matters to you, what your ideal outcomes are for you and your family short and long term, far beyond simply making your assets and money work harder for you.
We promise we will never put you in an investment box and “let it ride”, instead we drive outcomes for you, day in and day out. That gives us and you the highest probability of making money in any market environment.
You’re probably great at what you do, turns out so are we! In fact, we’re the experts, so you don’t have to be. With years of experience and knowledge, we’re here to lead and guide you to the best possible outcomes.
We’re here to look out for you and look after you. We promise to do that, always. We will only and ever act in your best interests. This is the bedrock of our business and our working partnership.
We’ll always be clear and concise in our conversations and the information we provide you. Afterall, the markets are noisy and confusing enough … we promise we won’t be.
If you ever have a concern, a question, a need for more clarity – we’re here for you. Call any time. You never have to hesitate. If you have a worry, we’ll address it. If you need us, we’re right here.
We might be intrepid mavericks but turns out we love safety, security and the lowest risk possible and our Full Cycle investing process lets us deliver that. We promise we will grow your wealth in the safest possible way.
We will help you understand more about how your money is invested and how and why those investment strategies work.
In return all we ask is…
If you have a question, ask us. If you want to know more, ask us. If you need to understand something more clearly, please call. And, if there’s something that is not working for you, please let us know immediately so we can do something about it.
We like to get ahead of those ups and downs so you are positioned correctly no matter what the market is doing or indeed predicted to do. And two, we continually use every moment inthe market to your advantage.
For the best possible outcomes, you stay abreast of what’s happening via our Weekly Market Updates and other communications.
Benefitting from what we do here at Intrepid Wealth only happens by invitation or referral. We do that because frankly, we’re not after the masses, we’re a boutique firm that partners with people we like. Everytime someone is referred to us we give via our lifetime partnership with B1G1.com and make a difference in communities who need it the most.
Australian Credit License No: 393254
Australian Financial Services License No: 393254
ABN: 330 88 859 009
