Integro, a firm active in Western Australia's agriculture sector, actively promotes intergenerational wealth transfer and succession planning. They advocate for both seasoned advisers and younger clients to work together, creating a robust value proposition for client advisories. Jameson Johnston, a senior associate at Integro, exemplifies this fresh wave of advisers. Johnston joined Integro during university and has progressed to a senior position within just three years. He sees the intergenerational wealth transition as an opportunity to expand his career and contribute to financial stewardship among younger beneficiaries.
Johnston emphasises that while academic training instils technical skills, the true challenge lies in empathetically addressing the clients’ needs and building lasting relationships. Bridging the technical and relational aspects is crucial to delivering impactful advice. As Johnston asserts, good advice depends on combining technical expertise with understanding what drives clients.
Furthering these goals, Integro partners with Curtin University to attract budding financial planners. This collaboration helps in recruiting motivated individuals eager to pursue careers even before graduation, devoid of entrenched bad habits. Gilmour underscores the evaluation of candidates not only on technical merits but also on emotional intelligence, ensuring they can establish client rapport.
The industry has seen a notable increase in new advisers, with 224 joining in the first half of 2025 as per Wealth Data. This increase follows a mid-2020s lull, and, according to director Colin Williams, it follows a pattern observed in 2024, likely continuing through 2025. Such trends point to a revitalisation of the sector as new talents step forward.
