2 Perimeter Park South,
You deserve holistic financial advice that encompasses your goals and values. With our financial consultation services, you’ll be able to confidently make decisions that support your lifestyle both now and in the future.
Our full-suite financial advisory service offers our clients the confidence that comes with knowing their financial life is organized, and their wealth aligns with their goals. Our INTENSIVE Service Offering service takes a hands-on approach to daily wealth management and investing. Together, we will define your goals for the future, clarify your values, and build a strategy that incorporates every piece of your financial puzzle.
We will review everything from day-to-day financial decisions around budgeting and saving, to big-picture retirement planning and investment strategies. Then, once your financial plan has been built, our team will implement your strategy and check in regularly to adjust and ensure you’re moving forward toward your goals. Core benefits include:
INTELUS is ready to help you take the next step in your wealth management.