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.

Retirement Income Review:  Robust or Rabbit Hole?

Retirement Income Review: Robust or Rabbit Hole?

“Every system is perfectly designed to get the results it gets.” Donald Berwick With the release of the Retirement Income Review (RIR) expected soon, let’s take a moment to reflect on why it’s so eagerly awaited and what it might mean, particularly for those in the...

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THE WARM UP IS OVER

THE WARM UP IS OVER

As we expected post the Royal Commission, the rules are being refined and all super funds need to jump higher if they want to stay in the race. APRA has recommenced seeking more information from super funds for its Superannuation Data Transformation project – so that...

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Landing on both feet

Landing on both feet

After a 4 ½ month “pandemic break”, APRA is poised to push the start button on its policy initiatives, and in so doing will put the cat amongst the pigeons. The industry will be asked to do a lot, in a short period of time and in uniquely difficult circumstances....

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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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