Wealth-IQ Group
Financial Services - Adelaide, South Australia, Australia
Wealth-IQ Group Employees
Wealth-IQ Group Details
The Wealth-IQ Group is a professional, holistic financial services company with well over 35 years of experience. We understand that our relationship with each client will be built on trust, integrity and professionalism.Everyone has different needs, goals and unique financial circumstances. We recognise this factor and as such, we pride ourselves on the need to discover and deliver strategic financial planning solutions designed to meet your unique personal or business needs.As part of this process, we not only tailor our strategies to your requirements but also select from a wide range of best-of-breed products and at all times, strive to find the right product to suit all your current and future requirements.Preferring to establish lasting relationships built on providing good value-for-money service, we are not driven by fees. Our fees are discussed once all your financial planning needs have been discovered and must meet your approval before we are authorised to proceed.For all new clients we have chosen not to charge trailing commissions and where applicable, rebate these fees back into your account, allowing your hard-earned dollars to work even harder for you. Our financial planning solutions, service and advice are tailored to meet your specific personal or business needs.Having Wealth-IQ Group work with you – "That's Money Smart!"
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