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 focused
  • 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

IQ Group Superannuation Wealthmanagement

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.

You can’t say Insurance in Super is boring!

With major changes for Insurance in Superannuation being a hot topic in the industry, the AIST Insurance in Super Symposium was due to have some lively discussion and it didn’t disappoint. Key topics were the recent changes implemented under the Protect Your Super...

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Teaching Kids About Money – A Personal Journey

I read somewhere recently that kids today graduate able to do calculus, but helpless with a check book. That was me when I graduated from university. My first job paid monthly, and the first two weeks after payday, I lived like a queen. But the last two weeks… I...

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MEDIA RELEASE – 25th SEPTEMBER 2019

IQ GROUP APPOINTS TREVOR GOVENDER AS PRINCIPAL CONSULTANT Melbourne, 25 September, 2019 - IQ Group, expert consultants in the Australian superannuation and wealth management sector, is pleased to announce the recent appointment of Trevor Govender to Principal...

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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

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