Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Knowledge IQ we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
At Knowledge IQ
WE ARE…
- People who demonstrate integrity, respect and an uncompromising commitment to place our client’s needs first
- People with energy, enthusiasm and spirit
- People who build long term, value driven relationships based on doing the right thing
Knowledge IQ operates as an equity Partnership (similar to a chartered accounting firm) with each Partner & Senior Adviser owning part of the practice. As Partners are personally invested in the success of the business it ensures we continue to focus on supporting our clients long term goals.
At Knowledge IQ, we are committed to building a better financial advisory profession – with increased trust, confidence and greater collaboration between our partners and clients.
Prepare for tomorrow, make the most of today.
Insights
Credit card balance transfers
A credit card balance transfer is when you move the amount you owe (the balance) to another credit card. The…
Sorting mortgage facts from fiction
Among all the voices analysing the Australian property market, you’ve probably heard many truisms about how to secure a home…
Life in retirement keeps getting more expensive
The latest rise in the Age Pension rate still falls short of what many people may need to have a…
Memory loss, dementia and your money
Memory loss can make it difficult to stay in control of your money. Things like checking bank statements or investments,…
Planning financially for a career break
A pause in super contributions can have long-lasting effects. Here’s how to plan ahead for super breaks. There’s a host…
Giving your portfolio a caffeine inspired boost
With interest rates likely to fall this year, borrowers could invest some or all of their mortgage repayment savings. Inflation…