The Equi Wealth team of partners and associates is made up of qualified, experienced advisors with specialist expertise in financial planning, finance broking and investment. We provide personalised advice and services to help you achieve your financial goals.
We aim to build a relationship with you based on trust, integrity and value. You may be on track and simply looking for incremental improvements or perhaps you’re feeling like you need to get your finances under control. In either situation, our team can help.
Our Money Masterplan process helps you get clarity on your current situation, your goals and aspirations to create a wealth strategy that is tailor-made for you. Of course, we can also help you implement your plan if you would like us to.
Creating a financially secure future and living the life you truly desire life between now and then is not impossible. In fact, with good advice, a sound plan and consistent action, you could even say it’s not that difficult.
That’s why we do what we do. It’s also why we provide free information and resources to help you on your way to financial freedom. We genuinely want to see you build a financially secure, more rewarding future for you, for your family and those you care about.