MiQ Private Wealth Geraldton

MiQ Private Wealth is a financial advisory firm with more than 15,000 clients, including businesses and individuals. Its advisers include Luke Jarzynski, Helen Carinus, Rebecca Miller and Shane Fisher, and the firm supports clients across Australia, including in Brisbane, Gold Coast, Toowoomba, Sunshine Coast, Geraldton, Canberra and Tumut. Services include investment advice, retirement planning, superannuation advice for SMSFs and APRA funds, wealth management, estate planning, insurance and aged care advice.

The firm has Asian Business specialists fluent in Mandarin, Cantonese and Taiwanese. It is a partner of charities LifeFlight and Hope Horizons, and has donated to more than 40 charities since 2020 through its Matching Gifts program. MiQ Private Wealth has digitised as many operations as possible, built sustainability into its approved product list, discusses ESG investing with all applicable clients, can build ESG-only portfolios, and has promoted a culture of sustainability through training programs and employee-informed initiatives.

Luke Jarzynski of MiQ Private Wealth Geraldton has advised one client for over 25 years on personal finances and superannuation goals, working towards a comfortable retirement. That reviewer describes him as honest, with a strong grasp of financial planning rules and restrictions, and notes he has never let them down.

Another client of fifteen years says the team is easy to communicate with, always making time to talk when questions arise and taking a genuine interest in their financial position. The relationship felt more than just a client arrangement. Financial advice and superannuation planning are the services described, delivered from Bayly Street in Geraldton.