A Long-Term Strategic Approach.
Successful investing built on discipline, structure, and clarity of purpose.
We believe successful investing is built on discipline, structure, and clarity of purpose. Rather than reacting to short-term market noise, we use a Strategic–Satellite approach — a strategy designed to keep your portfolio anchored in long-term growth while allowing flexibility to capture opportunities. Each part of your portfolio has a defined role.
This structure helps manage risk, improve consistency, and support your financial goals through changing market conditions.
Aggressive Portfolio+15 Years
Conservative Portfolio5-15 Years
Cash and Short Term InvestmentUp to 5 Years
Satellite investments complement the Strategic by targeting specific opportunities. These may include higher-growth assets, thematic investments, or tactical positions that aim to enhance overall returns. Unlike the Strategic, Satellite positions may be adjusted more actively in response to market conditions or valuation opportunities. Because they carry higher risk and greater potential volatility, they form a smaller, deliberate portion of the portfolio.
The Strategic forms the majority of your portfolio and is built for long-term wealth creation. These investments are carefully selected to align with your personal time horizon and risk profile. They are designed to be diversified, resilient, and held through market cycles. Changes are made thoughtfully — not in response to short-term volatility, but when your circumstances or long-term outlook evolve.
For clients in or approaching retirement, we add a third layer focused on stability. Low-volatility investments and cash reserves are set aside to fund up to 5 years of income needs. This ensures your lifestyle is supported regardless of short-term market movements, reducing the need to sell growth assets during downturns.
Why this structure works.
The Strategic–Satellite approach balances discipline with opportunity:
- The Strategic keeps you invested for the long term.
- The Satellite seeks to enhance performance.
- The Income & Cash reserve protects your lifestyle.
Together, they create a portfolio that is structured, adaptable, and aligned with your long-term goals.
Emmanuel Calligeris
Chair, Investment Committee
Simone Du Chesne
Investment Committee
Jay Kumar
Investment Committee
Grahame Evans
Investment Committee
Jordarna Hills
Committee Secretary
Emmanuel Calligeris.
Chair, Investment Committee
Emmanuel has over 30 years in investment and financial markets experience primarily in funds management and investment research. He has in-depth knowledge of investment market operations across all asset classes including equities, fixed interest, property, alternative assets and cash.
His previous roles included Chief Investment Officer (CIO) of OptiMix, the multi manager unit of ANZ/ OnePath, previously ING Investment Management. He held the CIO role between 1995 and 2013 where his responsibilities included manager selection, macro-economic analysis and implementation, asset allocation, risk management, investment committee policy formulation, business development and business management.
Prior to 1995, Emmanuel held various roles at OptiMix, Sydney Futures Exchange, Devon Systems (a Sun Gard company), Australian Gilt Securities, Bankers Trust Australia and Kellogg Australia. These roles focused on funds management, macro-economic analysis, fixed interest, futures trading and dealing. Emmanuel holds Bachelor of Economics, Masters of Banking and Finance.
Jay Kumar.
Investment Committee
Jay has over 25 years of investment and data-driven research experience with firms such as ANZ, ING & Morningstar Inc.
Recognised by his industry peers as an innovator and thought leader, Jay’s predictive empirical work has been published in several journals covering diverse topics such as corporate strategy, financial distress, capital markets and disruptive trends within financial services. After identifying a gap for forensic research in the financial services market, Jay founded Foresight Analytics in 2015, utilising his research and significant institutional asset management experience.
Grahame Evans.
Investment Committee
Grahame is the Risk and Compliance member of the STAR Investment Committee. Grahame brings over 45 years of financial service industry experience.
He has held a variety of board positions including Chairman of Australian, Canadian, Singaporean & Chinese investment & advice businesses and also as a director of Malaysian and New Zealand companies. He is a regular speaker at conferences both in Australia and overseas and holds an MBA from the prestigious Australian Graduate School of Management, voted in the top 10 management schools in the Asian region. Grahame’s executive roles have included CEO Investments for Tower Australia, Managing Director for AMP Consulting, Group Managing Director of Centrepoint Wealth, Managing Director of Easton Investments and Chairman & NED of DomaCom Limited.
Jordarna Hills.
Committee Secretary
“Our clients come from diverse backgrounds; some have inherited their wealth, some have built successful businesses, and others are just starting their career. Whatever their story, it is inspiring to see them go on the advice journey and build their wealth, take care of their families and achieve their goals.”
Previously, she was a Practice Development Manager at ASX-listed financial services company, Diverger.
Jordarna brings her excellent technical knowledge, strong organisational skills and enthusiasm for solving problems to EQ Wealth. She is pivotal in overseeing day-to-day operations and optimising processes to ensure clients receive consistently excellent service and advice.
Simone Du Chesne.
Director and Senior Financial Adviser
AFP Grad Dip FS (FinPlan); M.Fin Plan
Simone established Q Wealth in its current form in 2010. From humble beginnings as a small family business specialising in life insurance advice established over 50 years ago, Simone has built Q Wealth into a multi-disciplinary firm that employs a team of professionals who are passionate about providing strategic financial advice to clients Australia wide.
Simone is a member of the Self-managed Super Funds Association of Australia and the Financial Advice Association of Australia (FAAA). She has achieved numerous industry accolades including being named 2019 Adviser of the Year by the Association of Financial Advisers (renamed FAAA).
Simone believes: “Money is not the most important thing in life, but it makes the important things possible”
Changing lives for the better.
Plan the life you want to live. Contact us to see what windfall you could expect in your retirement
and whether your current investment strategy is right for you.