About Us
Intego Group LimitedWho We Are
In-House Expertise For Every Angle Of Your Financial Journey
Our in-house team in Hong Kong maintains a keen focus over your portfolio development whilst keeping you informed.
Delivering comprehensive wealth management starts with our team approach. Your customised plan and portfolio will be constructed by experienced professionals in financial planning, estate planning, taxes, investing, and more.
Your wealth manager acts as the single point of contact to coordinate activities. You can rest assured you are receiving recommendations from a team that is deeply invested in your complete picture.
An Abundance Of Specialised Insight
Because no single advisor could possibly know it all, we rely on our team of experienced specialists. It’s this level of attention to detail that most other firms don’t have the bandwidth or scale to provide. If it impacts your financial well-being, Intego Group Limited has an individual specialising in that field.
We believe no financial plan is complete without coordinated, customised advice, so we have positioned ourselves to deliver you detailed insights as your individual circumstances warrant.
Enjoying The Journey
Everything we do is based on your plans and needs, not a rinse-and-repeat service paradigm. Our flexibility and attention to personal detail help to distinguish us from the other larger firms out there. We can be in contact as frequently as you would like; just tell us your preferences and we will accommodate your needs. It is your wealth, after all, and we want you to enjoy it.
Because we know it’s important to have a tangible resource that outlines your financial plan, we provide all our clients with reports, receipts and documentation along the way.
A Different Approach To Private Wealth Management Services
At Intego Group Limited, we are structured to provide comprehensive, customised advice. Before making any recommendations, you and your wealth manager will undergo a discovery process to understand your current situation, what you and your family hope to achieve in the short term and long term, your tolerance for risk, and other important factors.
Then, your wealth manager partners with our in-house specialists to build a tailor-made plan that is optimised for you. We look at every detail of your wealth; from beneficiary designations to portfolio allocations, to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out.
It is this fierce determination and everyday commitment that defines Intego Group Limited. So many wealth management firms solely focus on your goals. We’re the firm that provides a richer journey along the way to your goals; a way to enjoy your wealth today. It’s how we show you a richer way to wealth.
Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products.
Guiding with Integrity
Planning with Innovation
For over a decade, our primary asset remains the trust of our clients. We are committed to creating a meaningful and positive change in their lives. Utilise our team to help protect assets during downturns and consistently find quality opportunities to improve your financial future.
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