To arrange a time to discuss how Q Invest Private Clients Service can work for you, call us on 1800 643 893.
This service is suited to people who are looking for a high level of ongoing service from their financial planner. It suits clients who:
> have complex needs; and
> require a professional who can guide them through regular decisions that need to be made to preserve or grow wealth.
Our Private Clients advisers are specialists in understanding the needs of our clients who have high incomes or portfolios including Self Managed Superannuation as well as clients who may need specific taxation issues considered and have asset protection goals.
Your Private Clients adviser will work with your other professionals to ensure that a well structured, personalised solution to your financial situation is documented and regularly reassessed as your life or legislation changes.
In your first interview with a Private Clients adviser we will discuss your situation and assess whether our service can be of value to your personal circumstances. Because of our pure fee for service nature you can rest assured that if we can't add value we will honestly tell you.
Giving you the peace of mind and financial well being to live life to the full
If we mutually agree it's appropriate for you to become Q Invest Private Client you will initially be provided with a personalised strategy that will be developed in consultation with your other professionals such as your accountant or solicitor.
We will then assist or facilitate the implemention of our recommendations and regularly review their currency, making any adjustments as they are required.
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