Integro Private Wealth has formed a strategic partnership with AH Jackson, creating an opportunity for the accounting firm’s 5,500 clients to tap into Integro’s investment management, private markets and succession planning expertise.
According to the firms, the partnership has already seen several AH Jackson clients onboarded with Integro with the collaboration set to accelerate throughout 2025, “strengthening Integro’s commitment to delivering professional financial advice and expanding its national presence”.
Meanwhile, Integro staff have undergone formal training to ensure a seamless transition as the partnership progresses.
Integro managing partner Justin Gilmour said the intergenerational wealth transfer and ongoing cost-of-living pressures have created an urgent need for financial advice, making this partnership ever more crucial for the accounting clients.
“With a national shortage of experienced advisers, now is the right time to bring our bespoke solutions to the region and help clients plan for future generations,” Gilmour said.
“Our partnership with AH Jackson is designed to provide clients with access to leading private market investment opportunities, expert succession planning and personalised financial advice.”
With the prevalence of agriculture and mining families in both Western Australia and Queensland, Gilmour noted the importance of assisting clients from this sector as they pass on their wealth to the next generation.
“As this continues, we will be working with AH Jackson to ensure that this transition is managed appropriately from start to finish, while focusing on bolstering their financial future,” he said.
AH Jackson managing partner Ben Odgers noted that more Australians are seeking out financial advice as they look beyond traditional asset classes and dip their toe into private and alternative markets.
“Integro is well-positioned to meet this demand, offering tailored strategies aligned with market trends and long-term wealth goals. By working together, we can provide a seamless wealth journey for our clients,” Odgers said.
“We’re seeing strong demand from accounting clients for wealth management services, including investment support and financial advice. This partnership allows us to streamline their entire wealth journey by sharing information and leveraging each other’s strengths.”
Gilmour added that Integro is pleased to be partnering with AH Jackson to provide clients with “exclusive investment opportunities” to help them reach their long-term financial goals.
“This collaboration underscores Integro’s commitment to expanding our reach and delivering high-quality financial advice to more Australians. AH Jackson’s trusted reputation and client-first approach align perfectly with our values,” Gilmour said.
