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

Visit our blog for regular news on everything from legislative changes and trends to Superannuation events and IQ Group updates.

CHRISTMAS QUESTIONS WITH CHRIS HUNT

CHRISTMAS QUESTIONS WITH CHRIS HUNT

How has 2020 been for you? Our 20th wedding anniversary arrived amidst all this tumult. As it was later in the year, we were able to get out and celebrate with a night out and stayover in the city. I’m grateful to have retained full time employment and for the...

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CHRISTMAS QUESTIONS WITH ANGIE PERRY

CHRISTMAS QUESTIONS WITH ANGIE PERRY

How has 2020 been for you? What an interesting year 2020 has been - locked up for what seemed like an endless period of time. Yet, we got through it. It proved our resilience and adaptability. In June, I moved into a townhouse from a unit, and this turned out to be a...

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Christmas Questions with Sarah Keast

Christmas Questions with Sarah Keast

How has 2020 been for you? 2020 has felt long. Lots of things have happened really fast. One good thing that happened to me was that I got a dog. He has been a great distraction through lockdown. This year, I’ve learnt to be adaptable.  Nothing is certain and...

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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.”

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