MiQ Tumut

Find top-rated Financial Advisers and insurance advice near the Snowy Mountains at MiQ Tumut. Receive expert guidance for sound financial decisions.

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THE MiQ DIFFERENCE

What Makes Us Leading Tumut Financial Advisers?

Wealth creates choice. Our expert Financial Advisers in Tumut 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.

financial advisers and insurance

Top-rated Financial Planners in Tumut, NSW

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 Tumut

Wealth Management​

Unlock a choice-rich future with holistic wealth management strategies. Our collaborative approach emphasises transparency and accountability. 

Learn more about wealth management

Retirement Planning

Transition into post-work life with a practical retirement strategy that prioritises cash flow and lifestyle planning.

Explore our retirement planning solutions

Superannuation

Successful retirement starts with good superannuation. We’ll help you develop a strategy and manage more complex options like SMSFs.

See how good super works

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.

Learn more about aged care advice

Investment

Build wealth through diversified investment portfolios. Our broad-based APL and unique approach to risk helps us deliver strong, consistent returns.

Explore how investment works with MiQ

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.

Discover how Estate Planning works

Client Testimonial

“We would like to convey our thanks to you for all the help you have given us over the last four months or so.

Without your help, I really don’t know where we would be now. It was wonderful of you to make enquiries on my behalf and to attend Centrelink with us. I’m sure that without your assistance, we would not have been as comfortable as we are today. 

Stan and Lyn
TUMUT

Our Wealth Protection Solutions

Tumut 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.

Discover income protection insurance solutions

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.

Explore term life Insurance

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.

Learn more about TPD insurance

Trauma Insurance

MiQ offer financial security during critical health situations. Our Advisers ensure you have the necessary coverage to navigate challenging times with confidence.

Learn more about trauma insurance

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.

Explore child cover options

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.

Discover key person insurance

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.

Know more about buy-sell insurance

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 Tumut.

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 Tumut Team

Meet The Expert Advisers Working For You

Corporate Authorised Representative

Contact Us

MiQ Tumut

Based in the Hub, Tumut’s commercial heart, MiQ Tumut supports homebuyers and businesses across the Riverina.

The branch is headed by adviser Natalie Randall with a complement of dedicated support staff.

Contact from 2024