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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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Ways to Pay
Cash
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