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.

Sustainability is Built Right in

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.

Our Commitment

We will always work with you as partners.

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 will never put you in an investment box and as such, we will maximise your results.

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.

We will bring it!

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 will always treat with you the utmost respect and regard … 

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 will be straight shooters.

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. 

We will be here for you when and if you need us … 

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 will be safe (as houses) and never tell you to do something we wouldn’t do ourselves.

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 deliver added value.

We will help you understand more about how your money is invested and how and why those investment strategies work.

Your Commitment to Us

In return all we ask is… 

You will be in communication … talk to us. Any time.

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.

You will trust the process.

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.

You will expand your knowledge – and that old chesnut – listen.

For the best possible outcomes, you stay abreast of what’s happening via our Weekly Market Updates and other communications.

You actively refer. 

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.


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