2 Reviews

Tom Cotter

Integral Private Wealth Pty Ltd

Gold

10 Yrs Experience

Fortitude Valley, QLD 4006

About Tom
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

Tom is a Principal Advisor at Integral Private Wealth.

Tom has always been passionate about financial planning and providing great outcomes and peace of mind for clients.

Tom’s experience and education, coupled with his personal service approach, enables him to provide comprehensive holistic advice for clients. From a technical perspective, Tom has the ability to communicate what would normally be complex areas of advice in a simple and understandable manner to his clients.

Tom prides himself on maintaining long-term relationships with clients, based on both his commitment to earning their trust, and placing their needs first.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets

5.00 October 2022

Tom has been wonderful to deal with for my family. We initially met with Tom to discuss personal insurances when we built our first house and he talked us through all the cover we needed in terms we could understand. He explained everything we would be covered for and left us feeling comfortable we were safe should anything happen. Since then we have talked to Tom about our super and investments in planning for our future. Tom's knowledge and ability to explain how our investments will positively impact our future has left us extremely happy and confident we will be in a great financial position well into our later years.

5.00 November 2017

Tom has a very clear and concise manner to explain things. The performance of my investments has been very good and his approach is makes me feel that my money is invested in good hands.