Ethical IQ Reviews 14

Ou experience with Ethical IQ has been excellent from the start. Jonah explained how setting up a SMSF works, and how it will continue to work, and how Ethical IQ will continue to support us. There was no pressure to make a decision, and we felt very comfortable with proceeding with this. Lily has been outstanding with her support through the process of setting up our SMSF, through all the steps and our questions. We recommend Ethical IQ completely.

⭐⭐⭐⭐⭐

Rick Leighton has been our trusted professional from the very beginning of our SMSF journey. He made the initial setup seamless, handling all the heavy lifting with ease and clarity.

Three years on, we engaged Rick again for our next SMSF investment purchase, and once again his expertise and guidance made what is typically a complex process feel straightforward and effortless. Everything was set up efficiently and in line with our timeline, allowing us to proceed with confidence.

Rick’s knowledge, professionalism, and genuine support are second to none. We are truly grateful for his assistance and highly recommend him to anyone seeking expert guidance in SMSF in its entirety.

Thank you Rick — we look forward to working with you again on the next purchase.

Ethical IQ recently set up our SMSF to start investing in property. The process was done swiftly and professionally. Their ongoing support is excellent and the team are super friendly and always there for ongoing support.

Great experience working with Jonah.
He has been very patient with my questions
Always followed up with phone calls and emails.

Meredith helped my husband an I understand what a SMSF is and how it could work for us. She was patient with our questions and never once did I feel pushed into making a decision. She was warm, friendly and honest. Would recommend :)

I’ve worked with Rick from Ethical IQ for over two years now, and it’s been a great experience. Rick is extremely knowledgeable and always pays close attention to the details. What I appreciate most is that he genuinely cares about his clients and takes the time to think about what’s best for them. He’s very patient, friendly, and always happy to explain things clearly. The investments he has helped me with are already showing good results, and I’m really thankful for his support and guidance. I wouldn’t hesitate to recommend Rick to anyone looking for trustworthy advice.

If you’re not talking to Rick when it comes to maximum tax reductions, you are definitely leaving money on the table.

We dealt with Jonah, who took the time to clearly explain the entire SMSF process and was always happy to answer our questions. He is extremely knowledgeable and made what could have been a complex process feel straightforward and stress‑free. We genuinely enjoyed dealing with the team and felt well supported throughout. Highly recommend Ethical-Q to anyone considering an SMSF.

Ethical iQ have been so wonderful to deal with. Rick and Lily have answered all my questions in depth (and let's be honest, there have been a lot!) and helped educate me in the process. Nothing was ever a silly question and nothing was too much bother. SMSFs can be complicated and daunting. Ethical iQ are the steady guiding hand who help to uncomplicated things and make you feel supported and educated about the process. I can't recommend them more highly and I have been encouraging my friends and family to reach out to them for what is potentially a life changing investment. Well done Ethical iQ.

I believe that Ethical IQ is a really good small business. We have been dealing with Ruby. She has been nothing but amazing, professional and supportive during our journey with setting up our SMSF. Ethical IQ extremely lucky to have Ruby as one of their employees.

Our experience has been nothing short of amazing! I am one who has many questions and I receive an answer on everything within half an hour. The team are very lovely and always helping out.

Excellent communication from start to completion. The team were always available to seek clarification and timely with their responses.

Highly recommend EI if you’re looking to find a team that work well together and with you.

Exceptional team

Our dealings so far with Ethical IQ have been outstanding, from the first meeting with Rick his expertise around smsf and tax planning is high level.

Then the level of service when setting up the smsf and doing the rollover was seamless, shoutout to Ruby and Rassmus always available to answer questions