Integra Profile

Claudio Orrico has more than 20 years of experience in financial planning. Knowing that wealth management is all about riding the highs and lows, Claudio gives clients peace of mind having managed client portfolios through multiple investment cycles – including volatile periods like the Global Financial Crisis and the pandemic.

His reassuring and down-to-earth manner, ability to provide holistic advice, attention to detail and long-term view make him a sought-after financial advisor.

Claudio’s tried and tested methodology starts with a comprehensive initial discovery meeting to understand the client’s current position and objectives. This is followed by the creation of a calculated strategy, which covers everything from structure to investments. Then, Claudio helps clients stick to their financial plan – a crucial step to achieving the best possible outcomes in the long term.