MiQ Private Wealth Brisbane - Upper Mount Gravatt, Queensland

John W.

Having worked in the banking industry for some time my wife and I understood the importance of investment. We are now retired and were recently left an inheritance and our immediate response was to how we could preserve and use these funds across the balance of our lives.
MiQ Private Wealth and Helen Carinus were recommended to us by a close friend and we will never regret that introduction. From day one, Helen with her additional skills in Aged Care, has offered a range of advice that has seen our nest egg grow, even over difficult times.
MiQ Private Wealth, through Helen are both professional and personable, offering us a high degree of confidence and a strategy that suits our lifestyle.
In addition, the company provides a suite of information both in brochure form and online that makes it easy for those with untrained minds to understand their investment.
Now in turn, we can recommend MiQ and Helen to others that may be in a similar situation to us. Trust is important and we are sure you will find this at MiQ.

Alex B.

MiQ were recommended by a friend as we were looking to confirm our own ideas about how we would approach life after work and fund our future lifestyle. Helen was friendly and personable which put us at ease, and we have found it a pleasure to work with her. Her experience and expertise provided us with comfort that we were on the right track and her thorough review of our risk tolerances as a couple were timely in adjusting for our stage of life. After listening carefully to our needs, she created a tailored plan for our financial future and then was super flexible in tuning it as we changed our timeline. Overall, an excellent experience that has left us confident about our future plans for retirement and beyond. We have no hesitation about recommending Helen and the team at MiQ for financial advice.

Gary &. C. G.

For over twenty years we used Retirement Designs to manage our financial affairs and superannuation and were always very happy with the service we received. During this time Helen was introduced to us and worked on our portfolio in her competent way. Since we have transferred to MIQ Private Wealth, Helen has had full management of our account. We have always found Helen to be generous with her time, helpful and clear in her expert knowledge and totally dependable. As retirees, we are pleased to recommend her services and expertise in seniors' financial affairs.

Gary and Cheryl
Wynnum

Dawn E.

We have known Helen for several years during which time we have entrusted our retirement superannuation funds in her care. She has proven to us many times over that coupled with her wealth of knowledge and personal insights into our requirements and aspirations, we could not find anyone more suitable to handle our needs.
She displays a patient and considerate demeanour with no questions left unanswered. They are always explained in a concise yet detailed manner, which leaves my husband and I in full confidence that our financial future is managed to the best of our advantage.
We especially appreciate that she details our options, allowing us to choose, however, we have complete confidence in her suggestions and are guided by expertise.
We would encourage anyone who is considering retirement and how to have their finances managed, to look no further than Helen Carinus.
Sincerely
Dawn and David Elsworthy

D R.

We have been dealing with MIQ Private Wealth for a few years now. We have been particularly happy with our Financial Advisor Helen Carinus. She has been very helpful with her advice and is always a pleasure to deal with. Helen has had many years of experience in this field, so we know we can rely on her recommendations.

Jo-Ann P.

When the pandemic came to Australia, we were like many people and our financial position changed. Paid work was cut and we were left with the decision to retire early or limp along and see what happens. Thanks to good financial planning and advice over the years, we were able to move forward and utilise the benefits of those decisions previously made.
We are continually updated on changes that may affect our financial situation and annual reviews have been simplified by the option of them taking place in the privacy of our own home.
I’m not sure where we would be if we hadn’t been forced to make changes, but thanks to MIQ and our current financial adviser Helen Carinus, we are confident that if our situation deviates from our chosen path again, we know we can count on them to head us in the right direction.

Mark H.

Melissa is a thorough professional with a positive attitude towards helping her clients achieve everything they want. Her calm approach to any request or issue puts us at ease every time. So happy she is our financial planner. Couldn’t ask for better.

Steve A.

We have been with MIQPW for 14 years now and they have been nothing less than SUPERB. They legitimately enjoy helping people do things better. The team there is multi-talented, dedicated, and super professional. Special thanks to Pree, Brooke, and Kylie who repeatedly weave their magic for us. I am convinced we are far better off for being with MIQWP. VERY HIGHLY RECOMMENDED.