Frequently Asked Questions
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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 fluent in Mandarin and Taiwanese.
Clients choose to work with us for many reasons:
- Deep expertise across all areas of individual wealth management. With a growing body of expert advisers, we’ll work with you to help you achieve your optimal outcomes.
- A collaborative approach that prioritises creating choice. Good wealth management is more than just actioning a statement of advice.
It’s a partnership between adviser and client with one goal:
To give you the ability to choose what you want your future to look like.
The first appointment, conducted either in the office or via zoom, is complimentary and obligation free. We use this time, typically 45-60 minutes, to get to know you, evaluate how we can help, and explain our services and costs.
To maximise outcomes, we recommend you provide as much information as you can before the meeting, via our secure online Client Portal. Otherwise please bring along as many relevant documents as you can to speed the process. This could include:
Statements for investments and super
Bank account statements
Loan and credit card statements
Your last tax return
A recent payslip or two
The initial appointment allows you to evaluate us, and us to evaluate your situation and needs, and determine if we are the right fit to help you.
After the meeting you will receive a written quote so you can make an informed decision on whether you wish to proceed, and which services you wish to engage us to provide.
The cost, and how it is charged, varies from client to client depending on how and what you wish to engage us to do. Options range from hourly rates through to annual service packages. If we cannot add more value to you than the advice would cost you, we will tell you upfront.
Lending consultations with our Mortgage, Finance and Commercial Brokers are complimentary and obligation free. If we prepare a loan for you, we are usually paid by the lender. In some instances, we may charge a loan application or other fees, but this would always be detailed in writing before you engage our services.
Many appointments can be conducted remotely (online or via phone), but we do love face to face meetings and have offices at multiple locations that we invite you to attend. We may also be able to visit your home or workplace depending where you live, noting additional fees may apply for travel.
Most of our offices have free on-site parking. We can reserve your spot or confirm parking details when your appointment is being booked.
Although we can act as your holisitic lead adviser, our direct services are financial planning, and finance and mortgage broking.
We do not provide accounting, legal or real estate services, but we work closely with many quality firms and can also liaise with your professional service providers.