Independently owned financial specialists
Integrated Financial Solutions & Fintech group of companies
The Director and Authorised Adviser of Integrated Financial Solutions (IFS) is Grant Chapman. IFS is a boutique full service financial advice business located in the Fortitude Valley, Brisbane. The business currently manages over $60 million of assets and is committed to providing high quality financial services to our clients. Clients are predominately Self Managed Super Funds (SMSF) trustees, business owners and high net wealth individuals requiring financial strategy and investment advice to maximise wealth, taxation benefits and returns. IFS provides advice independently and transparently under a fee for advice model, and does not receive commissions from investments or superannuation funds.
Fintech Management Pty Ltd was founded in 1987 as a specialist SMSF administration business, providing limited investment products. The introduction of the Financial Services Reform Act (FSRA) in March 2004 meant that more comprehensive levels of analysis, advice and disclosure were required for clients needing financial advice. In April 2004, Grant Chapman acquired Fintech Management Pty Ltd and enhanced the services to clients by providing high quality financial strategy and investment advice utilising the expertise and authority of IFS. This started the Integrated Financial Solutions & Fintech group of companies that uniquely adds value for clients by integrating the financial services areas of:
Financial Strategy and Investment Advice (Integrated Financial Solutions)
Investment Management (Fintech Private Portfolios)
SMSF Administration (Fintech SMSF Administration)
Fintech SMSF Administration now operates exclusively providing SMSF administration services, meeting ATO regulatory requirements utilising an in-house qualified accountant and an external registered auditor.
Fintech Financial Services Pty Ltd (Fintech) was formed in 2011 to operate an independent Australian Financial Services Licence (AFSL), and to provide a Managed Discretionary Accounts (MDA) structure for clients. The benefit of this structure includes that clients are the beneficial owner of each underlying share and investment in their portfolio. The structure is transparent, tax efficient and competitive to provide for the long term “future of financial advice” for clients. Fintech has mandated a leading investment manager and research house to construct and manage high quality portfolios across Australian Direct Shares, Global and Emerging Market ETFs, Property ETFs, Term Deposits and Cash, called “Fintech Private Portfolios”. Seven portfolio asset allocation options have been cleverly designed to match client risk profile needs. Clients can logon anytime to a secure website to view their portfolios, underlying investments and reporting options.
Ethical & Environmental Philosophy
Our aim is to promote opportunities that are focused on the development and provision of technologies and solutions that reduce the worlds negative environmental, climatic and social impacts. “Investments with a sustainable and profitable future for ongoing generations”.
We utilise operational efficiencies and technologies that minimise waste and maximise recycling. For example, we operate a green Reduced Paper Office (RPO), and utilise environmentally clean resources where ever possible. The Integrated Financial Solutions group also provides support to community and charitable organisations.
