About Us

About Us

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

AWARD WINNING EXPERT ADVICE FOR OVER 25 YEARS

Knowledge IQ is a financial and investment advisory firm.  For over 25 years it has been helping Australians achieve their retirement lifestyles of their dreams.  We have developed and maintain a ‘bank of knowledge’ and apply this in an intelligent way to meet clients personalised financial wealth requirements.

Over many years the Partners of Knowledge IQ have developed a simple philosophy…

“TO OFFER LONG TERM FINANCIAL VALUE TO EACH CLIENT WITHIN A FRAMEWORK OF RESPECT AND FRIENDLINESS.”

Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.

KNOWLEDGE IQ CAN HELP YOU TO

  • Understand where you are financially
  • Provide clarity to goals and aspirations
  • Develop financial blueprints to meet lifestyle objectives
  • Demystify financial jargon
  • Provide strategic options
  • Provide ongoing solutions to achieve desired financial outcomes
  • Recommend appropriate investments – when to buy and when to sell

 

 

Our Approach

Complex made simple

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You are unique

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Straight forward fees

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Complex made simple​

We provide you with the education you need to clearly understand your financial strategies.

You are unique​

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage if life, throughout all the challenges and victories.