Wealth Management Solutions
Work with our team to grow and protect your wealth.
Expertise + Collaboration
The MiQ approach uses two levers to achieve results:
1. Deep expertise across all aspects of individual wealth management. Holistic coverage means nothing falls through the cracks.
2. A collaborative approach to wealth management. We focus on removing barriers and points of friction between you and your adviser, resulting in an undiluted relationship that helps you create choice.
How MiQ Works
You help us fully understand key strategic components like your goals, timelines, and risk profiles.
Statement of Advice
Based on our strategic alignment discussions, we formulate a statement of advice.
Once you’re fully satisfied with all proposed actions, we’ll execute Statement of Advice recommendations like portfolio construction and Self Managed Super Fund setup.
Analysis and Refinement
No strategy should be static, which is why we engage in a constant iterative loop of analysis and refinement.
How We Help
What Our Clients Say
The strong relationships we share with our clients are testament to our commitment to integrity, honesty and creating financial well-being.
Talk to our Asian Business Unit
Our foreign investment specialists are fluent in Mandarin and Taiwanese, with a focus on investing resident and non-resident funds in Australia.
PERSONAL ESTATE PLANNING AND BUSINESS SUCCESSION PLANNING.
Build Your Financial Knowledge
Learn about the fundamentals of wealth management with easy-to-read articles and guides.
MiQ Private Wealth is proud to announce Shane Fisher as the recipient of the Adviser of the Year award for 2023. This accolade is a
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
Get in touch with us to book a meeting and start your financial journey.