Stories from our valued clients

In 2007 our trusted accountant recommended Deborah from Integra Financial Services to help us prepare our financial future. Having been self-employed for more than 30 years Deborah encouraged us to grow our superannuation accounts whilst still earning. In 2011 Deborah guided us through the creation of our self-managed superfund.

Her thorough knowledge of financial and legal requirements helped us navigate through transition to retirement and finally full retirement in 2020. Our superannuation has given us a comfortable and reliable income stream while still growing in value which is a testament to the skill provided by Deborah and Integra Financial Services.

We have always found working with Deborah and her team to be an easy and rewarding process and we have successfully recommended their services to a former colleague and a family member. We look forward to continuing our partnership with Integra Financial Services well into the future.

We have been with Integra from the early days and have always found Deb and the Integra team to be acting in our best interests.

With advice and support our investment portfolios, in both personal and superannuation formats are at the point that we can now retire and pursue all our dreams and aspirations.

We would recommend anybody looking to invest in personal or superannuation portfolios to go with Integra.

Deborah and the whole Integra team have been fantastic from the first moment I joined. My mum and dad had been looked after by Deborah for years and it was a no brainer when I was ready to start my investment journey. Being in my 20s and 30s, saving and investing was important — I wanted to travel, buy a new car and most importantly save for a home deposit.

Each step of the journey has been clearly explained and any questions quickly answered. Deborah is always available in person, phone or email. She clearly explains the ins and outs of investing and always wants what is best for her clients.

I have enjoyed my investing journey with Integra, I have reached my savings goals. I look forward to continuing to work with Deborah and the Integra team.