BESPOKE WEALTH MANAGEMENT

Inspiring you to make the most of every day.

Investment Quorum is an independent boutique wealth management firm. Our team offers highly personalised financial planning and investment advice. Giving you the confidence to live your life to the fullest.

SPEAK TO AN IQ ADVISER

Inspiring your life goals through boutique wealth management.

At Investment Quorum, we are more than just wealth managers.

Our commitment and dedication to understanding your life goals, who you are and the legacy you wish to leave behind is what sets us apart.

Join us on a journey that goes beyond numbers and charts, as we empower you to live life to the fullest.

About Us

Bespoke financial advice for every life stage

Our boutique wealth management firm offers personalised financial advice to meet your unique needs and aspirations.

Through planning, we can bring your future into the present – by creating a clear path to achieve your objectives.

Approaching Retirement

Secure your dream retirement and maximise your wealth. Get clarity and answers to all your questions about retirement planning and funding.

Busy Entrepreneurs

We support you at every stage of your business from start to exit. Rest assured that your finances are structured tax-efficiently and your investments are working for you.

Tough Challenges

We provide financial advice for bereavement, divorce and illness to support you when you need it most.

Building Wealth

Build your wealth and secure your financial future with careful financial planning and the right investments.

Passing on Wealth

Gain peace of mind that your assets are protected for future generations and passed down in the most tax-efficient way.

An Investment Portfolio Built Around You

The key to our success lies in our ability to understand you, and what you want to achieve with your money. Both now and in the future.

We then strive to exceed your expectations by delivering superior long-term returns.

Investment Services

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Fiercely independent since 2000, our business has thrived on referrals.

"We are proud of the trust, loyalty, and advocacy we inspire in our clients. Our long-standing partnerships, spanning generations, are evidence of this. A large number of our clients refer us to their friends and family members".

PETRONELLA WEST, CEO

Get in touch with us

What our clients say

Financial peace of mind begins here

★★★★★ 5

"Having been a client of IQ from the very beginning, I have every faith in their ability to plan and advise, not only for my future but that of my family as well. Every member of the team has a desire to ensure that you are completely looked after from the very beginning, taking away all the fears that financial planning and wealth management may hold.”

Paul

★★★★★ 5

“Investment Quorum is (to my mind) a top-tier boutique Wealth Manager. The best reference I can give you is that Petronella has been assisting me with my financial affairs and with financial services for the past 26 years and (despite many overtures from other Wealth Managers and Financial Services providers) I haven't come across anything better or more reliable.”

Tim

★★★★★ 5

“IQ have been amazing. I've worked with a number of Investment Managers over the years, and none have either performed as well (in terms of asset growth) or provided better relationship management. I work particularly closely with Nick Rolf; but Pete, Petronella and the rest of the team all operate at the same exceptional level. Couldn't recommend them more!”

Paul T.

Hear directly from our clients as they share their experiences and how we have helped them reach their goals.

Client Stories

Company

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Start your journey to financial freedom today

Whether your journey is just beginning or you are a seasoned expert looking for advice, our award-winning team can provide a service suited to you and your needs.

Book your free discovery call