About Us

About Us

Award winning expert advice for over 25 years'

KnowledgebankIQ is a financial and investment advisory firm.  For over 25 years it has been helping Australians achieve their retirement lifestyles of their dreams.  We have developed and maintain a 'bank of knowledge' and apply this in an intelligent way to meet clients personalised financial wealth requirements.

Over many years the Partners 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 can help 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

 

Strength and security

KnowledgebankIQ advisers are all self employed and are Authorised Represenatives of  Apogee Financial Planning Limited.  As the licensee, Apogee Financial Planning manages more than $7 billion in funds on behalf of Australian private investors.  Apogee Financial planning Limited provides clients with the confidence they will receive appropriate advice underpinned by significant research, technical, risk management and compliance resources of being part of a leading global financial services organisation.