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How can we help you?

Intama are experts in strategy formulation, strategy execution and third party distribution.

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How we’ve helped others

Explore our case studies to learn how we’ve assisted our clients to realise growth.

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Our latest video

How can SMAs deliver a richer client experience while transforming your business?

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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

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Our services

  • Sales and distribution strategy design
  • Sales and distribution strategy evaluation
  • Strategy implementation and execution
  • Third party distribution and representation

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Our networks

  • Financial advisers
  • Accountants
  • Brokers
  • Family offices
  • Financial product and service providers

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Our clients

  • Major Australian accounting firms
  • National financial services firms and Licensees
  • Boutique financial advisory firms
  • Financial product and service providers

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