Vision

iQ:eQ's vision, is to be the market leader in providing quality and professional support services to financial planning practices. 

Our aim is to support businesses in the development and implementation of their business strategies to assist them in achieving peak performance, business growth and business succession. We are a professional and highly motivated team of individuals with a passion for what we do and a strong desire to succeed. We offer various service packages and programs that provide businesses with the choice and flexibility to select services that support their individual business needs.


What’s in a Name?

The name iQ:eQ is derived from extensive observation of many industries and corporations with particular focus paid to the financial planning industry. For over several years we have asked what is it that distinguishes one financial planner from another? What qualities make a person a leading performer in this industry?

The answer is consistent. It is a balanced combination of technical skills (iQ – intelligence quotient) and non-technical (eQ – emotional quotient), such as interpersonal, communications, rapport building, sales and presentations. A good planner posseses a blend of skills to be the best in their field. Not only do they require sound technique or knowledge to devise the financial planning strategy, they also require excellent communication and sales skills to 'sell' the idea to the client. What iQ:eQ has come to realise is the interesting fact that the combination of these skills is not a 50/50 split but generally one of 80/20 (80% non-technical and 20% technical).

The right balance of iQ:eQ. We believe that this is the difference that makes the difference.