Our Services
Intego Group LimitedWhat We Do
Investment Management Philosophy
Because your plan is unique, so is your portfolio. No two client portfolios at our firm will look exactly alike. We believe that your portfolio should be tied as closely as possible to your financial goals, and the investments within the portfolio should give you the highest probability of achieving those goals.
How We Select Investments
We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short-term so you can prosper in any market conditions.
Beyond diversification, we look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to under perform due to high costs or tax inefficiency, such as hedge funds or annuities.
We also work with some of the most recognised managers in the industry for private investment offerings, and depending on your goals and circumstances, we can provide access to select alternative investments that provide a unique complement to your publicly traded assets.
Comprehensive Management Means Your Wealth Works Harder
As with everything we do, we take a comprehensive approach to investment management. We tailor your portfolio to address all aspects of your financial life, so that you can be confident that all of your needs are being met from estate planning, taxes, and risk management to retirement, education, asset protection and charitable planning.
Our investment professionals do more than just select investments. Our team monitors your portfolio for opportunities to add long-term value in response to changing market conditions, while preserving your ability to meet short-term needs.
Personalised Financial Planning
Intego Group Limited are a team of professionals dedicated to your success. We believe a solid financial plan is the foundation on which financial success is built. That’s why our dedicated team takes time to get to know you, your family, your goals and any challenges you may face on the road toward achieving those goals.
Using this information, and with input from our in-house team financial professionals, analysts, legal office and more, we develop a custom financial plan specifically designed to help you make the most of your wealth.
Your plan guides all aspects of your financial life by incorporating:
- Trust and estate planning
- Tax planning and preparation
- Investment management
- Retirement planning
- College financial planning
- Insurance planning
This custom financial planning-led approach allows you to:
- Make decisions across your entire financial life that are in line with your goals.
- Help keep more of your wealth by minimising taxes.
- Help you identify and avoid risks that could erode your wealth.
- Guide your risk tolerance and how to invest.
- Help you budget, save and invest appropriately to achieve your goals.
- Assess your progress on a regular basis.
Once your financial plan is up and running, we consistently monitor and adjust it as necessary to keep up with your ever-evolving life and goals. We touch base with you regularly to discuss how new regulations, economic factors and changes in your personal financial situation may impact your plans.
We understand that life pulls you in many different directions, and it’s not always easy to find time to plan for the future. That’s why our experienced professionals make the financial planning process as simple and streamlined as possible. We’ll do the heavy lifting so you’re free to enjoy life, both today and long into the future.
Retirement Planning
Intego Group Limited with your input will create a clear roadmap to help you achieve your retirement dreams. We want to ensure that you retire with confidence with our comprehensive results driven plans. Retirement planning is an important component of your overall financial plan. That’s why we take a comprehensive, financial planning-led approach to developing a custom retirement plan that works alongside your overall financial plan to achieve your long-term goals.
With your retirement dreams in mind, we draw upon the expertise of our in-house teams of financial, tax and legal specialists to create, monitor and regularly update the retirement plan to help you achieve your desired lifestyle in retirement.
Our process includes:
- Reviewing your financial situation and current retirement plans, tax, life insurance and social security, health care and estate.
- Determining what retirement account assets are available and how to invest them in a manner that complements your overall investment portfolio.
- Implementing custom tax planning strategies to help optimise your savings and maximise your retirement income.
- Developing a tax-efficient withdrawal strategy to achieve your lifestyle goals.
- Establishing estate planning and gifting strategies to efficiently transfer wealth to your heirs and/or a favourite charity.
- Regularly reviewing and updating your retirement plan as necessary to keep up with your life goals as they evolve over time.
Turning Your Retirement Dreams Into Reality
Intego Group Limited serves as your partner in planning for retirement. We begin by gaining an understanding of your expectations and dreams for retirement, as well as your current progress toward achieving those dreams. Using this information, we develop custom retirement planning solutions to help you achieve your specific retirement goals. Our experienced wealth managers incorporate forward-looking expectations to account for anticipated healthcare costs, income sources, tax rates, social security benefits, long-term care and more.
We believe your retirement plan should be as unique as your vision for retirement. Whether you see yourself on a cruise around the world, opening a business, purchasing a second home or simply spending time with loved ones, we have the resources and expertise to help you get there.
For Businesses
We can help you make the most of your business. We offer a range of business-focused services to make the business more financially sound. We support corporate retirement plans and business owners who want to plan for the eventual sale of their company.
Business Valuation Services
Many business owners will face the decision to sell their firm, and our business advisory and valuation teams can provide the resources necessary to help make an informed decision. We provide insights such as executive compensation analysis, stock option plan designs, feasibility studies, M&A advisory services, business succession planning support, and many other elements that can help you make the most of your company’s growth.
Whether you’re a small business owner or a corporate executive, you can benefit from tapping into our expertise in employer-sponsored retirement plans and business valuation. Much like our comprehensive wealth management offering, our business advisory services allow you to receive all the advice you need, all in-house, helping you to make more confident decisions about the future of your business.
For Institutions
Our Mission at Intego Group Limited is to help you achieve your mission. We understand how important your portfolio is to support your organisation’s objectives. We take a custom approach to managing your portfolio with a focus on keeping up with inflation, managing your organisation’s liquidity needs and helping to ensure the long-term viability of your portfolio. With a constant focus on reducing costs, we strive to implement effective and efficient solutions to help you achieve your organisation’s goals.
Experienced Professionals. Deep Resources. Custom Solutions.
Our experienced professionals have deep expertise and the resources necessary to address the unique needs of institutional clients. Through access to exhaustive research and unbiased analysis, we provide custom solutions to meet your organisation’s needs, both today and moving long-term into the future.
Our mission is to help you achieve yours!
Our services include:
- Investment policy statement development and/or review
- Grant operations assistance
- Tax minimisation strategies
- Portfolio liquidity management
- Manager evaluation and selection
- Research and trustee education
- Risk management
- Asset allocation and spending policy analysis
For more information about how we serve as a partner in achieving your organisation’s goals, schedule a complimentary, no-obligation consultation with one of our experienced professionals.
We look forward to working with you.
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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Get In Touch
Harbourside HQ,
8 Lam Chak Street,
Kowloon Bay, Kowloon, Hong Kong
Admin Office,
Dominion Centre,
43-59 Queen's Road East,
Wanchai, Hong Kong
web: www.intgl.com
email: info@intgl.com
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