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.

THE OPPORTUNITY OF CHANGE

THE OPPORTUNITY OF CHANGE

Whether it’s the slow and unapparent change of evolution itself or a more discernable change such as that which we experience in this current pandemic, humans will always respond and adapt. How well we adapt, however, depends on our mindset and the work we are...

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DISPUTE RESOLUTION:  ENSURING RESPONSIBILITY

DISPUTE RESOLUTION: ENSURING RESPONSIBILITY

We must trust super funds to deliver our best outcome possible in retirement and we should expect the same level of responsibility and commitment when it comes to dispute resolution.  In 2010 I studied SIS Legislation. At the time, I understood the R in RSE...

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WHEN THE GOING GETS TOUGH, THE TOUGH GET GOING

WHEN THE GOING GETS TOUGH, THE TOUGH GET GOING

To date, the implementation of Protecting Your Super (PYS) and Putting Members Interests First (PMIF) legislation has been a long and winding road and this will continue, with even more twists and bends, as the next round of changes come through. The last two years...

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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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