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.
