KnowledgeBankIQ stands out as a preferred choice when it comes to selecting an adviser to partnership with.

Clear Objectives
KnowledgeBankIQ has a clear mission to provide private investors with quality ongoing strategic financial and investment advice - tailored to meet the client's personal objectives and lifestyle aspirations.

Understanding
Complexities of financial advice are reduced to clear and concise strategies and investment recommendations - allowing the client to embark on a journey of financial understanding.

Personable and Competent Adviser
KnowledgeBankIQ advisers are financially successful in their own right. They have a depth of experience in managing businesses, board representation, research methodology, shares and managed fund investing and of course providing personal advice. The advisers have a passion to assist people to meet their financial objectives.

Real Value
Through technical competence and a passion to add value, clients' portfolios and financial outcomes are enhanced through a partnership with KnowledgeBankIQ. Through our AFSL licensee arrangements, KnowledgeBankIQ sources and has feeds from outstanding research and technical teams and broker panels.

Management of Conflicts
KnowledgeBankIQ believe strongly that strategies and underlying investments for clients should be made in the interest of the client. In framing our recommendations we are not limited to in-house products. We can and do choose from a range of products and not just in-house investment products. We do not accept soft dollar arrangements from product providers.

Aligned and Clear Financial Remuneration
The services provided by KnowledgeBankIQ are set out in a written agreement which establishes the ongoing obligations of Knowledegbank to assist the client. Our remuneration is linked to the client's value of their portfolio - an incentive for KnowledgeBankIQ to continue to add value. Clients are not "locked-in" to any long term agreements.

No Withdrawal Fees
There are no withdrawal fees for any of our services.

Long Term Relationships
Enjoy peace of mind with your investment portfolio secure in the knowledge that you have a long term relationship with an adviser group who values your clientele and is approachable and responsive to your concerns and needs.