Holistic Financial Advice
Secure Your Finances.
Build Your Future.
Your MiQ adviser is your pathway to financial security – holistic advice that helps you build a choice-rich tomorrow.
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THE MiQ DIFFERENCE
What Makes Us Leading Wealth Advisers?
There’s a reason more than 15,000 clients trust MiQ advisers like me to manage their wealth.
“Have been with MiQ for the past 15 years and still very happy.
They are easy to communicate with, always have the time to talk when queries arise and show a genuine interest in our financial position and goals. It is so nice to be more than ‘just a client’. Highly recommend.”
Western Australia
Metrics
Spotlight from our satisfaction survey
Based on an internal survey MiQ clients conducted in FY2022/23.
Testimonials
Read About the Futures We’ve Helped Build
The strong relationships we share with our clients are testament to our commitment to integrity, honesty and creating financial wellbeing.
What We Do
Wealth Management
Unlock a choice-rich future with holistic wealth management strategies. Our collaborative approach emphasises transparency and accountability.
Retirement Planning
Transition into post-work life with a practical retirement strategy that prioritises cash flow and lifestyle planning.
Superannuation
Successful retirement starts with good superannuation. We’ll help you develop a strategy and manage more complex options like SMSFs.
Aged Care
Finding the right Brisbane aged care home is never easy. With specialist research and funding advice, you can give your loved ones the quality of care that they deserve.
Asset Protection
When it comes to your most important assets, finding the right insurance is critical. We’ll work with you to protect everything from your home to your income.
Investment
Build wealth through diversified investment portfolios. Our broad-based APL and unique approach to risk helps us deliver strong, consistent returns.
GET THE RIGHT FINANCIAL ADVICE
How We Work With Our Clients
Differences
Why Work With MiQ
‘Good financial advice is about alignment – understanding each client’s long-term objectives, and aligning their financial reality with those goals.
And that does involve developing a wealth creation strategy.
But every investment needs to be balanced by other considerations.
How is the wealth you create being protected?
How is the advice from your professional team – your solicitor, your broker, your tax adviser, your super specialist – being integrated in the context of your goals?
How are you monitoring your progress towards those goals?
And that’s what MiQ is.
A holistic wealth advisory that sits at the centre of your financial world – aligning, guiding, and stewarding you towards your ideal tomorrow.’
Chairman, MiQ
Your Questions, Answered
FAQs
Your first appointment with me is usually free. I offer initial consultations so you can evaluate whether I’m the right person to help you manage your wealth.
All appointments, including your initial consultation, can be held online or in person at one of our seven Australian offices.
The cost of financial advice – and the cost structure – varies based on your individual situation. For example, many advisers charge a fixed, one-off fee for preparing your statement of advice (SoA), but charge an additional one-off fee to implement that advice. Ongoing investment management, on the other hand, is often charged as a percentage of the total value of assets under management.
You can find information about how an adviser receives compensation in their financial services guide (FSG). As an MiQ adviser, I’m paid in a number of different ways, including hourly rates and annual service fees. If I can’t provide more value than the cost of the advice, I’ll inform you as soon as possible.
No. MiQ Private Wealth is an AFS licensee, but we don’t provide property advice. Instead, we work closely with property professionals, such as buyer’s advocates, to help you identify the best investment property for your needs.
An approved product list (APL) is a list of financial products that an AFS licensee (like a financial adviser) has researched and approved. By finding and pre-approving high-quality products, AFS licensees can manage risk more effectively.
When you’re comparing financial advisers, look for a licensee that has a diverse APL with mostly unaffiliated products (like MiQ Private Wealth). Some licensees only offer a handful of products, which makes it unlikely that you’ll find the best possible product for you. Others only include affiliated products in their APLs – that is, products owned by their company or a related entity.
It’s also important to understand that, even with a broad APL, advisers can still push you towards products with higher commissions. If a financial adviser ever strongly recommends a certain product without any real justification, ask about their commission on that product and how it compares to their commissions on other products.
No. MiQ is an Australian-based wealth management firm, but we work with clients from around the world. Our Asian Business Unit, in particular, specialises in collaborating with clients from China, Taiwan, Singapore, and Hong Kong.
Our advisers are also fluent in multiple languages: English, Mandarin (中文), Taiwanese (台語), Cantonese (廣東話) and, Japanese (日本語).
- 25+ lenders
- 30+ years of experience
- 15K+ clients supported
- 50+ outcome-focused staff
Building a financially secure future starts with finding the right adviser.
Book an initial consultation with me to find out more about how I can help you.
