How can we help you?
Intama are experts in strategy formulation, strategy execution and third party distribution.
How we’ve helped others
Explore our case studies to learn how we’ve assisted our clients to realise growth.
Our latest video
How can SMAs deliver a richer client experience while transforming your business?
Our experience
- Over 30-years of wealth management and accounting profession achievement
- Oversight of wealth management distribution networks and Licensees
- Tenure as MD of Hillross Financial Services
- Tenure as a director in PwC’s Private Client and SME client divisions
Our services
- Sales and distribution strategy design
- Sales and distribution strategy evaluation
- Strategy implementation and execution
- Third party distribution and representation
Our networks
- Financial advisers
- Accountants
- Brokers
- Family offices
- Financial product and service providers
Our clients
- Major Australian accounting firms
- National financial services firms and Licensees
- Boutique financial advisory firms
- Financial product and service providers