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IntegraVest Financial Planning

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Trading for 19 years

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About IntegraVest Financial Planning

The practice was established in 2005 by David Just and Mark Raff. Having each spent 7 years fine tuning their skills in a large financial institution David and Mark decided it was time to strike out on their own when they realised the frustrations of product placement, commission taking and poor service were not likely to change any time soon. Their dream was to establish a boutique financial planning firm that really understood its clients needs and was able to pull together a team of experts to deliver on this.

Services

  • Wealth Planning

  • Portfolio Structure & Tax Management

  • Estate Planning & Administration

  • Superannuation & Retirement Planning

  • Home Lending solutions

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Location

58 Riverwalk Ave, Robina QLD

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Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • Authorised Representatives of Godfrey Pembroke Limited

  • Godfrey Pembroke Australian Financial Services Licensee

  • A Member of the National Australia Group of Companies

  • Australian Financial Services Licensee 245451

IntegraVest Financial Planning