Wealth Management
Access personalised wealth management that combines a robust investment philosophy with holistic advice.
The MiQ Difference
Grounded in expertise. Guided by collaboration.
Wealth creates choice – the choice to live your life the way you want.
By combining a collaborative advice model with a holistic view of your finances, we help you build your ideal tomorrow.
That’s why our team includes accredited specialists across fields like succession planning, insurance, SMSFs, aged care, and foreign investment.
Client Testimonial
“I have had the pleasure of being a client of Rebecca’s for several years, her advice has been invaluable, and her expertise and attention to detail cannot be faulted. Rebecca has a welcoming, friendly and professional nature and has always worked with integrity to provide us with sound financial advice and guidance, her caring demeanour elicits our trust and respect. Rebecca’s up to date expertise in the financial sector creates a trust that is rare to find. We are very grateful for Rebecca’s guidance and recommendations to ensure we are in the best possible financial positon. We would like to take this opportunity to thank Rebecca for providing professional detailed advice, we are now confident in our budget and investment choices. We look forward to Rebecca’s ongoing support”
Jacqueline Miegielsen
CANBERRA
Our Wealth Management Solutions
What We Do
Investment Strategies
Asset agnostic investment advice
Investment advice should always put your best interests first.
Too often, though, commissions and industry biases mean certain asset classes or products are recommended over others.
That’s why our approach is deliberately asset-agnostic.
Our advisers evaluate the full spectrum of available markets, asset classes and products to deploy your capital as effectively as possible.
And, as a holistic advisory with a diverse APL, our recommendations aren’t influenced by financial incentives.
Find out more about how MiQ manages wealth differently by exploring our investment philosophy.
SMSF Advice
Amplify your superannuation strategy
SMSFs can be a tax-efficient way to grow wealth, but they do demand a more involved approach than APRA-regulated funds:
A sound investment strategy balanced with robust tax knowledge and rigorous compliance practices.
In other words, effective SMSF management requires specialist knowledge across three different disciplines.
And, with the complexity of modern legislation, that level of knowledge is hard to find in a single financial advisory.
That’s why MiQ sits at the centre of your financial world, providing investment advice and liaising with other professionals like tax specialists and succession lawyers.
The result: a genuinely interdisciplinary approach to super.
Intergenerational Wealth
Advice for efficient effective wealth transfer
Transferring your wealth to the next generation is a complicated process.
Finding tax-efficient migration vehicles matters enormously – but so does protecting that wealth against Will challenges and unfounded family provision claims.
And, when entities like companies and trusts are involved, holistic wealth advice becomes even more important.
With 10+ specialists in superannuation and estate planning, MiQ can help you navigate complex intergenerational wealth transfers.
Schedule an initial consultation to find out more about our services.
Your Trusted Wealth Adviser
Your MiQ adviser sits at the centre of your finances: stewarding your wealth, liaising with other professionals, and ensuring that every piece of advice you receive supports your long-term objectives.
Insights
Build Your Financial Knowledge
Learn more about home loans with our easy-to-read articles and guides.
Transform how you manage your wealth.
Book An Initial Consultation for Wealth Management
