Dear Valued Clients,

At Intech, we’re proud to say that our business thrives because of you. Your trust, support, and generous referrals have built a community centred on personalized financial well-being. We firmly believe that the highest compliment we can receive is the referral of your friends and family, and for that, we are profoundly grateful.

We’ve noticed that many people feel disconnected from their superannuation or investment managers. They often have little to no relationship with them, lack clarity about where and how their funds are invested, and find themselves placed into generic portfolios that don’t reflect their unique needs or goals. It’s an all-too-common scenario that can leave individuals feeling uncertain about their financial future.

But it doesn’t have to be that way.

If you have friends or family members who are retired, approaching retirement, or simply wish to have their current superannuation or investments reviewed, we invite you to introduce them to Intech. We’re offering them a complimentary, no-obligation consultation to explore how personalized financial advice can make a real difference.

By referring your loved ones, you’re giving them the opportunity to:

• Gain Clarity: Understand exactly where their investments stand and how they align with their personal goals.
• Build a Relationship: Establish a meaningful connection with a dedicated financial advisor who genuinely cares about their future.
• Customize Their Portfolio: Move away from the one-size-fits-all approach and embrace investment strategies tailored to their unique circumstances.

We approach every new relationship with the same dedication and professionalism you’ve come to expect from us. Rest assured, we will treat your referrals with the utmost respect and confidentiality.

How to Refer:

• Share Our Contact Information: Feel free to pass along our phone number or email.
• Let Us Know: If you prefer, we can reach out to them directly—just provide us with their permission and contact details.
• Invite Them Together: Sometimes a friendly introduction over coffee or a casual meeting can ease the way.

Thank you for being an essential part of the Intech family. Your referrals are not just business to us—they are the heart of what we do. Together, we can help more people achieve the secure and fulfilling retirement they deserve.

Warm regards,

Chris & Mark

phone: 8377 7501

email: office@intechwealth.com.au