Wealth-IQ is the right place for you to be if you want a professional financial planning adviser who will provide you with caring, professional SERVICE!
After all, it’s all about YOU. This means – YOUR financial circumstances, YOUR dreams and needs and finding the right financial planning solutions for YOU!
For instance, everyone has different needs, goals and unique financial circumstances. Because we recognise this factor, we focus on the need to discover and deliver strategic financial planning solutions designed for your unique personal or business needs.
Hence, as part of this process, we tailor our strategies to your requirements. Above all, we also select from a wide range of best-of-breed products. Accordingly, we strive to find the right product to suit all your current and future requirements.
Such strategies and products are well-researched and analysed by us for their compatibility with your individual goals, be they to do with:
> Retirement Planning
> Estate Planning
> Superannuation, or
> Wealth Strategies.
Preferring to establish lasting relationships built on providing good value-for-money service, we are not driven by fees. So, our fees are discussed once all your financial planning needs have been discovered. Importantly, they must meet your approval before we are authorised to proceed.
For all new clients we have chosen not to charge trailing commissions. Subsequently, where applicable, we rebate these fees back into your account, allowing your hard-earned dollars to work even harder for you.
In short, our financial planning solutions, service and advice are tailored to meet your specific personal or business needs.
That’s because the Wealth-IQ Group is a professional, holistic financial services company with well over 35 years of experience. Therefore, we understand that our relationship with each client will be built on trust, integrity and professionalism.
Having Wealth-IQ Group work with you – “That’s Money Smart!”
Company Details
- Employees
- 2
- Founded
- -
- Address
- 439 Fullarton Rd, Unit 8,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://wealth-iq.com.au
- Keywords
- Financial Planning, Superannuation, Retirement Planning, Aged Care, Retirement Strategies, Income Streams, Maximising Centrelink Entitlements, Estate Planning, Succession Planning, Powers of Attorney, Personal Insurances, General Financial Assistance, General Insurance, Legal Documentation, Early Mortgage Repayment Strategies, Budgeting, Redundancies, Life Cover, Income Protection, Transition to Retirement, Wealth Planning, Savings Strategies.
- HQ
- Highgate, South Australia
- Competitors
- Wealth IQ.
Wealth-Iq Group Questions
Wealth-Iq Group's website is https://wealth-iq.com.au
Wealth-Iq Group's LinkedIn profile is https://au.linkedin.com/company/wealth-iq
Wealth-Iq Group has
2 employees.
View email and phone details for 2
employees at Wealth-Iq Group.
Wealth-Iq Group's industry is
Financial Services
Wealth-Iq Group's top competitors are
Wealth Iq.
Wealth-Iq Group's categories are Financial Services
Wealth-Iq Group's founding year is 2008
