JV Wealth Pty Ltd ABN 51141826566 is a Corporate Authorised Representative of Wealth IQ Group Pty Ltd AFSL 527880 / ABN 45644154194.

All JV Wealth enquiries and services will now be conducted at https://wealth-iq.com.au.

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Wealth-IQ is absolutely committed to providing our clients with the best in professional, specialist planning services and advice. As such, we are well-placed to advise you on wealth strategies, superannuation, retirement planning and estate planning.

To this end, we are delighted to have the financial services professionals at SWM Finance Matters as our partners.

More about Wealth-IQ below

Who are the Wealth-IQ Group?

If you are seeking a professional financial planning adviser

whom you can relate to and who will provide you with what you need for:

  • financial success,
  • stability
  • and desired outcomes

then you are in the right place!

Reason being is that the Wealth-IQ Group is

a professional, holistic financial services company with well over 35 years of experience. Therefore, we understand that our relationship with each client will be built on trust, integrity and professionalism.

For instance,

everyone has different needs, goals and unique financial circumstances. Because we recognise this factor, we pride ourselves on the need to discover and deliver strategic financial planning solutions designed to meet your unique personal or business needs.

Hence, as part of this process, we not only tailor our strategies to your requirements but also select from a wide range of best-of-breed products. Accordingly, we strive to find the right product to suit all your current and future requirements at all times.

Preferring to establish lasting relationships

built on providing good value-for-money service, we are not driven by fees. Our fees are discussed once all your financial planning needs have been discovered. Importantly, they must meet your approval before we are authorised to proceed.

For all new clients we have chosen not to charge trailing commissions. Subsequently, where applicable, we rebate these fees back into your account, allowing your hard-earned dollars to work even harder for you.

In short,

our financial planning solutions, service and advice are tailored to meet your specific personal or business needs.

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Having Wealth-IQ Group work with you - "That's Money Smart!"