Specialised Advice for Asian Investors
Our Asian Business Team (ABT) provides specialised wealth management for investors from Taiwan, Singapore and other parts of Asia.
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THE MiQ DIFFERENCE
Grounded in expertise. Guided by collaboration.
Wealth creates choice – the choice to live your life the way you want.
By combining a collaborative advice model with a holistic view of your finances, we help you build your ideal tomorrow.
That’s why our team includes accredited specialists across fields like succession planning, SMSFs, and aged care.
It’s why our advisers are fluent in over eight different languages.
And it’s why we take an asset-agnostic approach to investment – while still maintaining access to exclusive products.
Client Testimonial
“We cannot thank you enough for your absolute personal attention, dedication and interest in our welfare. We sincerely thank you for everything you have done.
We are confident, relaxed and fully grateful to our adviser… and we count ourselves blessed to have made an association with you. Once again, thank you for the many hours of background work and diligence.”
KEITH AND PENNY
January 2023
Our Solutions
What We Do
Investment Advice
Access Products Across Australia
Understanding foreign markets can be complex, especially if you’re diversifying into alternative assets.
That’s why our Asian Business Unit acts as your holistic investment adviser:
Helping you understand all possible options, highlighting the products that best support your objectives, and navigating any legislative challenges to investment. And, unlike narrowly focused specialists, we never favour specific asset classes.
Our advice is asset-agnostic and fully personalised – the products we recommend are always based on your specific objectives and risk tolerance.
Schedule a free consultation to learn more about how working with MiQ could support your ideal tomorrow.
Insurance Advice
Protect Your Australian-Based Assets
If you hold assets in multiple countries, having localised wealth protection is critical.
In coordination with lending specialists from MiQ Finance, our ABT advisers can help you access critical personal insurances such as life, total and permanent disability, and income protection.
Each policy is carefully evaluated for its synchronicity with your broader wealth protection strategy – a holistic approach that maximises the value you receive.
And, if you’re running a business in Australia, we can help develop a robust succession plan through buy–sell and key person insurances.
Schedule a consultation to learn more about our wealth protection services.
Your Trusted Wealth Adviser
Your MiQ adviser sits at the centre of your finances: stewarding your wealth, liaising with other professionals, and ensuring that every piece of advice you receive supports your long-term objectives.
OUR SERVICES
All Wealth Solutions
Investment Advice
Grow your wealth through tailored investment advice and an asset-agnostic approach.
Retirement Planning
Create the post-work life that you want through holistic retirement planning.
Superannuation Advice
Fund your ideal post-work life with holistic super advice for both SMSFs and APRA funds.
Wealth Management
Access personalised wealth management that combines a robust investment philosophy with holistic advice.
Home Loans
Accelerate your journey towards financial security with a home loan that puts your future first.
Estate Planning
Secure your loved ones’ financial futures through holistic estate planning that preserves your wealth.
Insurance
When life happens, having the right insurances in place can help protect your financial security.
Aged Care Advice
Government support can help you access the care you need – whether you’re living in your own home or an aged care residence.
Investment Home Loans
Build your property portfolio with an investment loan that puts your future first.
Supported Languages
Communicate Fluently With Your Adviser
- English
- Mandarin (中文)
- Taiwanese (台語)
- Cantonese (廣東話)
- Japanese (日本語)
People
Our Asian Business Unit
Joyce Carkeek
Partner
Penny Chen
Adviser
Ruby Yang
Adviser
Build Your Financial Knowledge
Learn about the fundamentals of wealth management with easy-to-read articles and guides.
Transform how you manage your wealth.
The first step to a better tomorrow starts with the changes you make today. Please complete the form and we’ll contact you within one business day.
