Investment and Financial Advisers to Private Clients........ Our name says it all.

KnowledgebankIQ is a financial and investment advisory firm. It has developed and maintains a "bank of knowledge" and applies this in an intelligent way to meet clients personalised financial wealth requirements.

Over many years the principals of KnowledgebankIQ 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.

KnowledgebankIQ assists 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.

KnowledgebankIQ is part of the ApogeeFP AFSL group, under which 170 adviser firms across Australia manage approximately $6 billion in funds under management on behalf of private investors. This association supplements our resources in research, technical competence and compliance. The size and pedigree of our AFSL provides clients with confidence that they will receive appropriate advice. ApogeeFP is a principal member of the Financial Planning Association (FPA).

The KnowledgebankIQ team welcomes the opportunity to work with you.

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