AdviceIQ supports our partner firms and advisers providing:
- AFSL – authorise and monitor advisers
- PI Insurance
- Professional Development
- Advice Compliance & Audit
- AFSL Compliance & Risk Management
- Fee/Brokerage Administration
- Research and Approved Product List
- Operations
- Financial Planning Software
- Third Party and Supplier Management
Our partner firms and advisers assist their clients with:
- Expertise in superannuation - including self managed superannuation and working with self-funded retirees
- Retirement Planning - including superannuation and pension income stream and transition to retirement advice
- Investment analysis and portfolio construction
- Investment of funds for foundations and benevolent institutions requiring specific outcomes where there are ethical considerations, as well as strategic investment outcomes
- Strategic advice in relation to complex areas of investment
- Wealth Creation - including advice on direct equities and gearing
- Personal Risk Management
- Estate Planning - Assisting high net worth individuals and families to put into place tax effective asset protection strategies - ensuring assets will be maintained in families for generations
- Business Succession Planning
- Redundancy and Retrenchment Consulting