Intello Client Experience

We love what we do,

And it shows

For the passionate financial professional who seeks industry leadership 
and individuals who seek prosperity,

Intello empowers you with strategic solutions, support and advice – all focused on your goal.

as a result,
Intello Clients feel....

Important
supported by talented, dedicated, and passionate team members
Supported
with the best, independent niche specialists behind them
Self-Directed
They feel confident with our independent support
Powerful
as you see Intello help to build on the vision you have for your future
Heard
They have us on call and know we speak their language
Focused
on their objectives, their clients, their investments
They're in a Winning Team
As we materially improve business efficiencies and add value to your clients
Confident
that they’ve selected the right partner to help them build their future, their business
Comfortable
that they are in the best hands

The Intello Partnership Model

For Business

Intello’s partnership model keeps you, the financial services professional a central part of the process for your client.

This is because your client relationship adds value to the product we achieve. And by working together we will add more value to your business.  

Together, we achieve high client satisfaction ratings for your firm. We also foster opportunities for growth of your business.

Coaching from Intello’s principal partners and legal specialists will help you to identify opportunities for growth and professional development. 

This is what makes Intello one of the wisest strategic partnerships for your business.

 

The Intello Delivery Model

For Individuals

Intello is a source of high quality, independent specialists in superannuation and estate planning.

We will work alongside your financial adviser or directly with you to tailor your SMSF or estate planning service, as you wish. 

We are also uniquely placed to be able to recommend a peer reviewed finance professionals to support you. 

The Intello difference is: taking the time to listen, applying our experience to understand your circumstances and desired outcomes so that you achieve the highest quality outcome according to your objectives.