Q Invest launches new service
Queensland-based financial planning firm Q Invest has launched a new service for sophisticated private investors in response to growing demand in the state for high-level financial advice.
The Private Clients Service will employ a fee-for-service pricing structure and team investors with their own dedicated advisers, who will provide them with comprehensive advice on sophisticated wealth management strategies. Investors will also receive regular reviews, consultations with other professional advisers, such as accountants and lawyers, and be granted access to financial education sessions, seminars and market and legislative information.
Q Invest general manager Bill Danaher said the new service is intended to cater for the growing number of Queenslanders in need of advice on complex financial issues, such as how to manage sophisticated portfolios.
“Previously we have provided investors with specific advice on particular financial issues and … developing an individual financial plan. The Private Clients service offers the next level of advice for those who need additional assistance in managing their complex financial affairs.”
Jointly-owned by QSuper and QIC, Q Invest services more than 10,000 clients each year with combined assets of more than $1 billion.
Recommended for you
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
