Our services
Wealth Management Solutions
Work with our team to grow and protect your wealth.
About Us
Expertise + Collaboration
The MiQ approach uses two levers to achieve results:
1. Deep expertise across all aspects of individual wealth management. Holistic coverage means nothing falls through the cracks.
2. A collaborative approach to wealth management. We focus on removing barriers and points of friction between you and your adviser, resulting in an undiluted relationship that helps you create choice.
Our Process
How MiQ Works
Strategic Alignment
You help us fully understand key strategic components like your goals, timelines, and risk profiles.
Statement of Advice
Based on our strategic alignment discussions, we formulate a statement of advice.
Tactical Execution
Once you’re fully satisfied with all proposed actions, we’ll execute Statement of Advice recommendations like portfolio construction and Self Managed Super Fund setup.
Analysis and Refinement
No strategy should be static, which is why we engage in a constant iterative loop of analysis and refinement.
Our Services
How We Help
Testimonials
What Our Clients Say
The strong relationships we share with our clients are testament to our commitment to integrity, honesty and creating financial well-being.
Talk to our Asian Business Unit
Our foreign investment specialists are fluent in Mandarin and Taiwanese, with a focus on investing resident and non-resident funds in Australia.
PERSONAL ESTATE PLANNING AND BUSINESS SUCCESSION PLANNING.
Build Your Financial Knowledge
Learn about the fundamentals of wealth management with easy-to-read articles and guides.
Shane Fisher Named MiQ Private Wealth Adviser of the Year 2023
MiQ Private Wealth is proud to announce Shane Fisher as the recipient of the Adviser of the Year award for 2023. This accolade is a
Proposed Adjustments to Stage 3 Taxation
Recently, as you may be aware, the Government has suggested modifications to the scheduled stage 3 tax cuts set to be implemented from 1 July
Revolutionising Wealth Management: MiQ Partners with Morningstar for iQ Ploutos Managed Accounts
As we excitedly advised in the last newsletter, after extensive researching of the top portfolio managers in Australia, the MiQ Investment Committee appointed Morningstar as
with MiQ
Get in touch with us to book a meeting and start your financial journey.