Knowledge Centre
Learn about topics like investment and superannuation with expert-informed articles, and explore our collection of calculators.
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 our partner for the iQ Ploutos Managed Accounts. iQ Ploutos provides our clients with access to investment portfolios that reflect the MiQ Investment Philosophy, with
Navigating the Generational Bridge: A Financial Guide for Parents Considering Helping Adult Children with Property.
Is it tough love, or should you be helping your adult children get into the property market, buy a car, start an investment portfolio, or pay for a wedding? It is perfectly natural to want to help, but does this mean you should? You need to firstly consider the impact
Shielding Your Finances: A Comprehensive Guide to Cybersecurity
It wouldn’t be a newsletter without a cyber security update! As you know, at MiQ we take your privacy and information protection very seriously and consequently are continually evaluating our cyber security. But it is not just action from us that is required. Each party we interact with, including every
How Getting Financial Advice Can Improve Your Mental Health
Mental health challenges and financial stress often go hand in hand. But, for many Australians, getting financial support isn’t a priority – even when it could improve their quality of life and mental wellbeing. In this article, you’ll learn exactly how financial and mental health affect each other, how getting
How to Prepare for Your First Financial Planning Appointment
So, you’ve decided it’s finally time to take control of your financial future. Congratulations! While financial planning may sound as exciting as watching paint dry, it’s a crucial step towards securing a brighter tomorrow. Financial planning may also seem a little scary, but with a few simple preparation steps, and
Safeguarding Your Finances: How to Protect Yourself from Impersonation Scams
Taking about cyber-security is as ubiquitous as being hit up to complete a survey, but unfortunately it just isn’t going away. We are aware that many of our financial planning peers and their clients have been impacted by various scams, and the sophistication of some of these scams is astounding.
Navigating Mortgage Reviews: When and Why to Assess Your Home Loan
It’s not just the kids who keep asking ‘are we there yet? So are mortgage holders in relation to the 10 rate rises we have had since April 2022. The consensus seems to be that we are not there yet, but it is getting close. Your mortgage is one of
Morningstar & iQ Ploutos: An Exciting Partnership
We are always looking at further ways to enhance outcomes and reduce your costs. As part of this ongoing commitment, we are absolutely delighted to announce that from July we are partnering with Morningstar to work alongside our Investment Committee to manage the iQ Ploutos investment portfolios. Morningstar was appointed
Unveiling Client Survey Results: A Glimpse into Client Satisfaction
The survey results were interesting and in some instances quite revealing. You proposed some terrific ideas that we have already started to action, which really demonstrates the value of periodic surveys. It was gratifying to see, albeit leaving us some room for improvement, the response to the question, ‘How satisfied
Join 100+ investors who read Synapsis – practical financial insights and market updates, delivered monthly to your inbox.
