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Comprehensive advice
Live life to the full
Comprehensive advice is tailored to your personal goals, your financial situation and your lifestyle needs. If you want to make the most of your financial opportunities, or if you enjoy the peace of mind of planning for your financial well-being, Comprehensive advice is right for you.
Comprehensive advice is thorough and effective.
After you make an appointment to meet with one of our experienced advisers, you’ll be asked to complete and return a Lifestyle Questionnaire. This way your Adviser will have your information before your meeting, allowing you more time to discuss your objectives and explore strategies to meet your goals.
We’ll follow up with written confirmation of your agreed strategy and the steps required putting your plan into action.
Q Invest Advisers have wide-ranging expertise, with current and extensive experience in industry superannuation, government and private sector salary packaging, managed funds and personal and asset insurance.
Q Invest is committed to providing advice you can understand.
- our advisers are salary based
- we offer a range of advice options
- we have expertise in defined benefit schemes
- our fees are simple, transparent and are based on service, not product
- we offer rebates of product commissions
You can experience tailored services through our Private Clients Service.