Integro Private Wealth expands national footprint with AH Jackson partnership
Justin Gilmour
Integro Private Wealth (Integro), one of Australia’s leading private wealth firms, has formed a strategic partnership with Brisbane-based accounting firm AH Jackson to increase access to financial advice across the Queensland market.
The partnership connects AH Jackson’s 5,500+ clients—including individuals, families, and privately owned businesses—with Integro’s expertise in investment management, private markets, and succession planning.
Integro Managing Partner Justin Gilmour said the expansion into Queensland comes at a time when more Australians are looking for professional wealth management.
“Queenslanders are facing increasing financial complexity, from cost-of-living pressures to intergenerational wealth transfer. 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. 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.
AH Jackson Managing Partner Ben Odgers highlighted the increasing demand for financial advice as clients navigate business sales, acquisitions, and retirement planning.
“Many clients are looking beyond traditional investments and seeking exposure to private 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.”
Unlocking Private Market opportunities
A key advantage of the partnership is AH Jackson clients’ access to Integro’s exclusive private market investment opportunities, supported by strategic partners such as Spire Capital.
“Our partnership with AH Jackson is built on shared values and a commitment to delivering quality financial advice. We’re excited to provide their clients with exclusive investment opportunities that can enhance their wealth and support their long-term financial goals,” Mr Gilmour said.
“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, said Mr Gilmour.”
“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,” Mr Odgers said.
Mr Gilmour highlighted the significance of providing financial advice for intergenerational wealth transfer and succession planning, “Particularly in sectors like agriculture and mining, families are currently experiencing the greatest intergenerational wealth transfer we have seen in living memory. 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.”
The partnership is progressing successfully, with several AH Jackson clients already onboarded and Integro staff having completed formal training to ensure a seamless transition. This collaboration is set to further accelerate throughout 2025, strengthening Integro’s commitment to delivering professional financial advice and expanding its national presence.
