MiQ Geraldton
Find top-rated financial advisers in Geraldton at MiQ. Receive expert guidance for sound financial decisions in a city known for live music, theatre, comedy, dance and fringe festivals.
advisers
0
+
years of experience
0
+
clients supported
0
K+
outcome-focused staff
0
+
THE MiQ DIFFERENCE
What Makes Us Leading Geraldton Financial Advisers?
Wealth creates choice. Our expert Financial Advisers in Geraldton provide you with the choice to live your life the way you want.
By combining collaborative advice with a holistic view, we help build your tomorrow. Our accredited specialists cover succession planning, insurance, SMSFs, and aged care.
Our advisers offer a balanced approach to investment, including exclusive products like hybrid IPOs.
Top-rated Financial Planners in Geraldton
Grounded in Expertise. Guided by Collaboration.
Your MiQ adviser sits at the centre of your finances: helping you make informed decisions, liaising with other professionals like accountants and lawyers, and supporting your long-term financial objectives.
Our Financial Planning Solutions
Financial Advice Geraldton
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 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.
Investment
Build wealth through diversified investment portfolios. Our broad-based APL and unique approach to risk helps us deliver strong, consistent returns.
Estate Planning
Your wealth represents a lifetime of work, forming part of the legacy you’ll leave when you die. That’s why passing it on to the right people – and in the right way – matters so much.
Client Testimonial
“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.”
Dazz Matts
GERALDTON
Our Wealth Protection Solutions
Geraldton Insurance Advice
Income Protection Insurance
Safeguard your income against unforeseen circumstances. Our Advisers tailor policies to suit your needs, ensuring financial security during challenging times.
Term Life Insurance
MiQ provide peace of mind for you and your loved ones. Our Advisers assist in selecting the right coverage to protect your family’s financial future.
TPD Insurance
Prepare for life’s unexpected challenges. Our Advisers guide you through comprehensive policies designed to provide financial support when you need it most.
Trauma Insurance
MiQ offer financial security during critical health situations. Our Advisers ensure you have the necessary coverage to navigate challenging times with confidence.
Child Cover
MiQ understands the importance of your children’s future. We can help you secure the financial stability with tailored solutions to provide support when it matters most.
Key Person Insurance
Ensure your business’s continuity with MiQ. Our Advisers work closely with you to protect your business’s key assets and maintain stability.
Buy–Sell Insurance
MiQ offers peace of mind during business transitions. Our Advisers help you navigate the complexities of business ownership changes, ensuring a smooth transition for all parties involved.
Your Questions, Answered
FAQs
Your first appointment with MiQ is usually free. We offer a 30-minute, initial consultation so you can evaluate whether we’re the right partners for your wealth management objectives.
All appointments, including your initial consultation, can be held online or in person at our office in Geraldton.
When you schedule your initial consultation, we’ll send you a link to our online client portal (which is certified to international security standards like SOC 2 and ISO 27001). Upon signing in, you’ll receive a request to upload certain information. Completing that request before your consultation will help us spend that time as productively as possible.
If you can’t complete the request, please bring the following documentation to your consultation:
- investment statements for the last two years
- superannuation statements for the last two years
- your most recent loan and credit card statements (if applicable)
- your last tax return
- your two most recent pay slips (if applicable)
- photo ID, such as your driver’s licence
- any insurance information
- any other information you think could help us understand your full financial situation.
Your initial consultation is an opportunity for us to assess your needs and for you to evaluate whether we’re the right fit. Following your consultation, we’ll send you a letter of engagement so you can make an informed decision as to whether you want to proceed and which services you want us to provide.
MiQ Geraldton Team
Meet The Expert Advisers Working For You
Contact Us
MiQ Geraldton
Just a street away from the waterfront, MiQ’s first West Australian branch embodies Geraldton’s coastal charm.
We have a diverse team of Adviser and Support Staff with many years of experience to support your advice needs.
