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 - Strategic estate planning advice and coordination with specialist lawyers to help high-net-worth families protect assets and plan for intergenerational wealth transfer
- Business Succession Planning - Advising business owners on succession strategies and coordinating with specialist lawyers to ensure appropriate legal structures and documentation are implemented
- Redundancy and Retrenchment Consulting