Intralink Wealth Management

www.intralink.com.au

For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing their investment portfolios in order to meet their own individual goals. Hence our proud mantra – “bringing wealth to life”. Everything we do is driven by our clients’ financial objectives. We achieve this by the disciplined integration of financial planning, investment management and portfolio administration – providing unique, highly-personalised solutions which help to build and protect our clients’ wealth. This inter-linked service offering gives rise to our name – Intralink. We are an experienced team ready to make your goals our own. As a client, we work to develop a holistic wealth-management plan and investment portfolio for you that is continuously reviewed to reflect your individual needs. With the informed insights gained by the management team’s many years of experience, we produce creative and customised solutions to meet your unique financial objectives – integrating the key aspects of wealth management in one comprehensive package. Our highly-valued and loyal clients tell us that what sets us apart from others in our field include: Our independence Our integrated in-house service offering Our pro-active approach to client service Our personalised client relationships At Intralink, we believe these characteristics are the direct result of the talented, professional and dedicated team that we have built, the skills and expertise that we bring to our clients, and our unwavering focus on our clients’ needs. It’s these hard-won and all-too-rare qualities, consistently applied over many years, that have made Intralink today’s leading independent wealth-management firm. Please call us to discuss in more detail how we can assist you in planning and implementing a tailor-made program for your retirement and wealth creation needs.

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For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing their investment portfolios in order to meet their own individual goals. Hence our proud mantra – “bringing wealth to life”. Everything we do is driven by our clients’ financial objectives. We achieve this by the disciplined integration of financial planning, investment management and portfolio administration – providing unique, highly-personalised solutions which help to build and protect our clients’ wealth. This inter-linked service offering gives rise to our name – Intralink. We are an experienced team ready to make your goals our own. As a client, we work to develop a holistic wealth-management plan and investment portfolio for you that is continuously reviewed to reflect your individual needs. With the informed insights gained by the management team’s many years of experience, we produce creative and customised solutions to meet your unique financial objectives – integrating the key aspects of wealth management in one comprehensive package. Our highly-valued and loyal clients tell us that what sets us apart from others in our field include: Our independence Our integrated in-house service offering Our pro-active approach to client service Our personalised client relationships At Intralink, we believe these characteristics are the direct result of the talented, professional and dedicated team that we have built, the skills and expertise that we bring to our clients, and our unwavering focus on our clients’ needs. It’s these hard-won and all-too-rare qualities, consistently applied over many years, that have made Intralink today’s leading independent wealth-management firm. Please call us to discuss in more detail how we can assist you in planning and implementing a tailor-made program for your retirement and wealth creation needs.

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Country

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City (Headquarters)

Melbourne

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Employees

11-50

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Founded

1990

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Owner and Director

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director - Investments

    Email ****** @****.com
    Phone (***) ****-****
  • Client Services Manager

    Email ****** @****.com
    Phone (***) ****-****

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