$3.5 trillion wealth shift: Integro Private Wealth boosts expertise with two new appointments
Leading private wealth firm Integro Private Wealth (Integro) has announced the appointment of Dean Sampson as Private Wealth Adviser and Tien Dat Nguyen as Senior Paraplanner. The move reflects Integro’s strategic focus on enhancing its estate planning and intergenerational wealth transfer services and to meet growing client demand, as Australia prepares for its largest-ever wealth transition, with $3.5 trillion expected to pass from older to younger generations over the next decade.
Dean and Tien both join from SFR Advisory Group. Sampson brings more than two decades of experience to Integro, where at SFR he played a pivotal role in transforming the firm into a multidisciplinary financial advisory practice. His expertise includes superannuation, estate planning, and simplifying aged care and Centrelink processes, making him a valuable addition to Integro’s growing team.
Justin Gilmour, Managing Partner of Integro Private Wealth, highlighted the significance of the appointments in reinforcing the firm’s growth strategy and commitment to providing tailored advice to families navigating wealth transitions. “Dean and Tien’s deep expertise in estate planning and wealth transfer aligns perfectly with our mission to deliver trusted, comprehensive advice to clients. As more families seek guidance on preserving and transitioning wealth, their appointments strengthen our ability to meet these critical needs, for our growing client base.”
Dean Sampson expressed enthusiasm for his new role, emphasising the importance of tailored financial strategies for retirees. “Having an appropriate asset allocation, including a cash reserve, is essential to mitigate risks such as liquidating investments during market corrections. By combining these principles with Integro’s advanced modelling and projections, we can help clients feel more confident and secure in their retirement journey.”
As the generational wealth shift accelerates, Integro is expanding its focus on estate planning and intergenerational wealth transfer strategies. This includes ensuring families have essential legal documents, such as wills and powers of attorney, while creating personalised plans to efficiently manage and preserve wealth for future generations.
“Despite the magnitude of the wealth transfer, many Australians are underprepared, with nearly 50% lacking a valid will and even fewer having comprehensive plans in place for powers of attorney or beneficiary nominations,” added Mr Gilmour. “This leaves families exposed to potential legal disputes and inefficiencies. Integro is dedicated to simplifying these complexities, ensuring families can transition their wealth seamlessly and with confidence. Their expertise bolsters our capacity to provide holistic, tailored solutions that meet the unique needs of each client.”
Dean commences at Integro on 13 January 2025. He holds a Certified Financial Planner (CFP) designation from the Financial Planning Association, as well as a Graduate Diploma and Advanced Diploma of Financial Planning from Kaplan.
Tien will commence on 28 January 2025, bringing 7 years of experience as a Paraplanner at SFR Advisory Group. Tien holds a bachelor’s degree in Accounting and Finance from Curtin University and is a registered CPA through CPA Australia.
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