iQ Money Management

We provide a full range of financial planning, taxation and legal services to all of our clients. Through our licencing arrangement with Dover Financial Advisers, we enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

Multi-disciplinary

We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.

Client Focus

We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.

Ethics-based

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.

Our Services

Financial Planning

Investments

Business Advice

Share Portfolio Management

Risk Insurance

Aged Care

Accounting

Superannuation

Legal Services

Tax Planning

SMSF

Debt Management

Property

Meet Our Team

Team Leader

Douglas
Principal

The Team

Florence
Financial Planner
Mina
Lawyer
Serra
Paraplanner

What Our Clients Are Saying About Us

  • Douglas has provided advice and assistance in establishing our financial planning for our retirement, as well as advice regarding trauma insurance to provide for any immediate needs. Douglas is approachable and professional
    K & S Lait

  • Financial planning never looked so easy and never made so much sense before we sat down with Douglas Tognolini. He is very knowledgeable and will set at ease.

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

Send us a message

Contact Us

Recent Diary Notes