Wealth Management IQ Group

Wealth Management

IQ Group understand the extended Wealth Management and Financial Services Industries and the competitive environment in which they exist. We focus on maximising our client’s competitive advantage through meeting each of their challenges.

The Wealth Management industry faces significant challenges in today’s highly regulated and competitive environment. To stay in front, Wealth Management providers must perform across key focus areas including:

  • Reducing cost through enhanced efficiency
  • Ensuring regulatory and legal compliance
  • Becoming more customer focussed
  • Risk management

Our highly specialised team of professionals are renowned for their expertise in wealth management. We offer a range of consulting services, project services and managed services including:

  • Implementing Regulatory Change
  • Business Requirement Consulting
  • Data Quality Remediation Services
  • Transitions Migration Consulting
  • Platform Services Consulting

WANT TO KNOW MORE?

Let’s talk about how our specialist knowledge can help transform your superannuation and wealth management processes.

Or call +61 (0) 3 9225 4000

resources & events

If you want more industry insights or news on upcoming events, click the links below to visit our blog. We post regular news on everything from legislative changes and trends to Superannuation events and IQ Group updates.

Legislation Update: Penalties for Unpaid Superannuation

April, 2018 - The Government has introduced legislation to address the problem of unpaid super on a couple of fronts. The ATO estimates that employers fail to pay $2.8 billion of super entitlements each year, with some industry commentators suggesting the figures are...

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The Gig Economy Will Change Super

Last week IQ Group attended the annual CMSF Conference. Each year this conference brings topical thought leadership and insights to the industry practitioners in attendance. One of those key topics up for discussion at this years event was the Gig Economy and it's...

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The Superannuation Balance Gap

The IQ Group Executive Team. From left to right: Katherine Forrest, Head of Customer. Samantha Muir, Head of Operations. Martha Villamil, Head of Capability. On International Women's Day we thought it was a good time to take a look at an issue that is...

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CUSTOMER SPOTLIGHT

“We elected to work with IQ Group as we had the confidence that they could deliver to our specifications and pressing deadline. Every dealing with them was exemplary – from the motivated team members to the project management and identification of issues and delivery.”

Stuart Brown, Operations Manager, StatewideSuper