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Future Proof Financial Planning

Our dedicated team of financial advisors offer a broad range of services with an understanding that everyone's circumstances are unique.

Our comprehensive plan will assist you in managing costs, minimising taxes and protecting your valuable assets by incorporating the following activities:

  • Cash Flow Management – Our tailored approach allows you to better plan your spending, rapidly paying down debt and freeing up funds to create long term wealth.
  • Personal Insurances – Life Insurance, Income Protection and Trauma Insurance – protecting your family from unexpected events that may suddenly impact your lifestyle and future plans.
  • Superannuation and Self -Managed Super Funds – Superannuation is one of the most important assets that you will own in your lifetime. Our team will assess your super and ensure that all possible strategies available to you are utilised in order to ensure this asset is maximised by applying tax effective strategies and long-term growth activities.
  • Retirement Planning – Preparing for retirement with a flexible strategy is critical to realise the pleasures that you have planned for this stage of your life.

What people are saying about us

We both come from a finance background so when it comes to property, finance, wealth management, taxation we had an expectation. IQ Capital has given us all of those services and for us the whole process from start to finish was impeccable. I think its about trust, its about collaboration and its about working together as a team. We do our research and your recommendations have been spot on every time.

Alan and Debbie Broomby

Since working with IQ Capital we are now actually making serious progress paying off debt. We will be paying off our home loan inside 2 years where it was looking like it was going to be 20 years. I still find it staggering. For me integrity is an important part of doing business with people. What we were told was going to happen, has happened in a very reasonable time frame.

Ron Batt

Very, very happy with IQ Capital. I find all the people that I have dealt with easy to get along with, easy to communicate with and easy to understand. I’ve achieved things I probably wouldn’t have been able to achieve had I not got the backing and knowledge from IQ Capital. It was a great plan, easy to understand, great results and I’m happy with the outcome.

Andrea Reed

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