We provide professional financial advice which is not influenced by commissions from fund managers or insurance companies. Our financial advisers are paid by salary which means they are not under any pressure to meet sales targets. The major factor driving their recommendation is your needs.
Q Invest has a substantial presence throughout Queensland. Each year we provide advice to thousands of people on assets valued at more than $2 billion. Our advice is tailored to our client's needs and objectives.
We have offices in:
> Brisbane CBD
> Chermside (opening 30 June 2008)
> Townsville
> Toowoomba
> Bundaberg
> Gold Coast (Robina)
> Sunshine Coast (Mooloolaba)
> Rockhampton
and our advisers conduct an extensive regional program, regularly travelling to see our clients throughout Queensland.
Many of our regional clients book in for telephone appointments when they wish to obtain planning advice in between regional visits.
Our financial advisers come from backgrounds in financial planning, banking or finance. All have experience in providing personal advice and most hold Certified Financial Planner status. All of our financial planning staff regularly undergo professional development to ensure their knowledge is up to date with the latest legislative changes and industry developments.
We are also the Responsible Entity for the Investment Access Funds - a range of non-superannuation managed funds. The Funds' investment manager is QIC.
Our business is about providing financial advice and strategies to help you reach your personal goals.
We believe in operating on a fee-for-service basis and we adopt a policy of rebating commissions to clients. This guarantees that our recommendations are not influenced by product commissions.
Read about Q Invest's people here.