The opportunity to do something different:
To shift the paradigm and try a different, achieved through the different skillsets and experience of our team.
We offer something unique that is not available elsewhere and the value potential is exciting!
The stigmas attached to the underlying services we provide definitely post a challenge.
Unfortunately, there’s an unfair, low-value perception of SMSF administration and estate planning.
So getting past the first barrier (the first question is usually about price) requires us to be able to communicate the value in what we provide, and how it can have compound effects within our B2B client’s business.
To me, financial services is about professionals working together with their clients to provide advice and services driven by the professional’s deep understanding of their client’s wants, needs and circumstances.
When done well, the result is outcomes driven by relationships. A client will expect you to provide services they have signed up for, but ultimately what they’re striving for is peace of mind. The provision of service is expected; excellence in service is the goal.
Whether that is through financial advice, seamless accounting or comprehensive estate planning, the goal should be the same for the financial professionals involved. That is: generating peace of mind outcomes for clients.
I’m innovative, adaptive and curious. I like to challenge norms and find a better way of doing things.
Being driven first and foremost by working with people. And I love to develop relationships with those I work with that are long-lasting, built on trust and a mutual respect.
Achieving ‘partnership’ level in my prior firm… and then having the courage to take a leap to join Intello and forge my own path.
Don’t be afraid to make mistakes.
I love working with people who are motivated and have similar aspirations to myself.
I also thrive on change and in my role, I get to be a part of that every day!
You spend most of your life at work so you need to be surrounded by likeminded individuals.
That coupled with collaboration is where the magic happens.
I always try to ask myself if there is a better way. If you aren’t constantly evolving, you will get left behind.
Recent changes to legislation have definitely created hurdles. (But I feel once they are overcome we as an industry will prosper.)
The fact that we are small compared to institutions means we are proactive and nimble. We can easily adapt to ongoing changes in the market.
The ability to assist clients in their financial journey by providing a positive experience
I was a good person – otherwise I would not have been reincarnated!?
To be able to fly so I can avoid traffic jams
After 20+ years in the industry I am still on the cutting edge.
It’s technical and creative, I get to build worlds and have challenging problems to solve.
Being lucky (in theory it beats all other superpowers hands down).
Trying to find the simple and graceful solutions to what are often complex problems.
An almost famous food truck proprietor selling brisket covered Nachos.
Collaborating with Advisers and Trustees to deliver a high service level by understanding a variety of financial platforms
If you’re having a bad day, catch a wave
The ability to work with professionals in a variety of expertise and being able to add value to achieve great results for clients
Knowledge gained from experience and communicating with clients in a manner which gives them a sound understanding of the industry
A helicopter pilot
“I’m not lost, I just don’t know where I am.”
(Something my Mum used to say)
The team I work with. Working with a dedicated team of professionals makes coming to work easy.
Our people are client focussed and passionate about helping our clients achieve their financial goals, and the company values their employees by providing support and mentoring to reach our full potential.
I consider myself lucky in that I work across our whole group, which gives me a varied position and allows me to support our front line team working with our clients, but also provide support to our management and executive teams.
My attention to detail. Working in accounts and payroll it is important for me to ensure our clients, suppliers and people are being provided with accurate information at all times.
Time Travel – I have always had a passion for history, and would like to travel back to pioneer days to meet my ancestors and experience their way of life.
Find me on LinkedIn
Keeping ahead of technology
“Be kind to others and others will be kind to you; kindness goes a long way.”
The professionalism. And it’s a great team to work with.
Being a technical support for the best team
I enjoy helping people out and trying to get a positive outcome for them, which in turn will hopefully provide them with a positive experience and have them coming back.
I also enjoy the work involved as it is like trying to solve a puzzle.
Having been here for less than a year, I am still learning the intricacies of the policies, procedures & workflow involved in the work-place as well as those involved in the administration of Self-managed super funds.
Also coming from an individualised/compartmentalised work environment to a team-based environment has been a learning experience.
Coming from an individualised/compartmentalised work environment to a team-based environment has been a refreshing change; colleagues and managers have been supportive and instrumental in the transition making for a great place to work.
Never let thoughts of personal gain lead to the pursuit of evil
Be a man and do the right thing.
I enjoy the variety within my day to day tasks the most enjoyable part of my job.
In past workplaces, I would find myself dragging throughout the day from monotonous workloads but with Intello, I have found each day is different and provides new challenges that I can continue to learn from.
The team that I work closely with at Intello has been fantastic.
As a new member of the Intello team, I found myself worried about integrating into the team however everyone was welcoming and included me as if I had been there for years.
The work environment is incredibly positive, and it has made my work life more than enjoyable! Intello is a place of work that I can look forward to going to.
I am most proud of the work that I put into earning my Legal Admin Certificate and being promoted from the Office run around to an integral member of an Accounts Team.
I hope that going forward within my new position at Intello, I can continue to learn and progress within my career and accomplish many more exciting things!
A logical mindset
To be able to speak any language.
Everything you ever want is on the other side of fear.
All things are possible… 😊
I love how everyone shares the same vision and is dedicated to the mission –keeping the client happy….
The knowledge that I am doing meaningful work is a highly-motivating factor in my daily responsibilities, and the knowledge that this sector plays a key role in maintaining the economy of our nation.
I am persistent. We will make it work.
A jack of all trades.
The people and the systems.
The team I work within are good and hardworking people which is supported by great hardware/software and a pleasant work environment.
There is a sense of accomplishment tied to achieving a goal or reaching a milestone with a team that has your back.
The ability to work within a team with a wide range of skills and backgrounds.
If you don’t know something there is the support system there to fill in all the gaps.
We are all working towards a united goal and we have the people on the floor to do it.
I have been with the company long enough to have learnt and worked within most areas across the lifespan of the fund. It is always good to be learning something new and evolving with that knowledge to better support the team’s progress.
Being a part of a team that challenges the status quo and pushes to be at the forefront of our industry.
Motivated and driven
Making a positive impact on my clients so they can feel safeguarded on their road to retirement.
A professional race car driver.
A commitment to providing my clients with standout service that make them glad to be an Intello client
There is no doubt that 2020 has been a challenging one for our clients, and we are constantly looking for new ways that we can support them – it feels like no two days are ever the same!
I love interacting with our clients every day. It’s incredibly rewarding to know that the work we are doing supports them to grow great businesses.
The combination of the talented passionate team, a great culture and a willingness to embrace new technology all make Intello a great place to work.
I love interacting and get energy from other people – perfect for my role in Client Services!
“There are no limits to what you can accomplish, except the limits you place on your own thinking.” – Brain Tracy
Speed. Nothing wrong with a bit of healthy competition and this superpower would be particularly useful in my active pursuits outside of work!
Find me on LinkedIn
Psychic powers so I can predict the lotto numbers
What do you love most about being part of Intello and the Quill Group?
A great team atmosphere… oh and they have really cool polo shirts ☺
Treat people the way you would like to be treated.
I have a strong attention to detail which helps me to produce a high quality of work.
Paramedic so I could spend my time saving lives and helping people.
I enjoy working together with the advisers and accountants to achieve results that leaves everyone (especially the end client) feeling happy.
I love working in a team where we all get along really well and continuously work together to achieve the best outcomes for all of our clients.
“I wish it need not have happened in my time,” said Frodo. “So do I,” said Gandalf, “and so do all who live to see such times. But that is not for them to decide. All we have to decide is what to do with the time that is given us” ‘ – J.R.R. Tolkien
I love to be organised in all aspects of my life (just ask my partner about our holiday travel itineraries haha).
I am also bit of a perfectionist so I am only happy with producing good quality work.