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What makes us different

Life is for living

We believe that with focus and commitment to action, everybody can improve their financial position.

Values

Our values drive our thinking, our behavior and our processes.

Our clients

We are committed to quality products and services that meet your needs. Your prosperity is our #1 priority.

Our team

We work hard to continually develop professionally and personally. We are passionate about your success and about the role we play in helping you achieve it.

What makes us tick

About Us

ABOUT US

The Equi Wealth team is made up of qualified, experienced advisors with specialist expertise in financial planning, finance broking and property investment. We…

OUR VISION

It’s a sad fact that most Australians will retire completely dependent on the pension for their financial survival; almost three quarters in fact…

What we do

Our Services

Property Investment

Our property advisors will help you develop and implement your strategy for building your property portfolio…

Mortgage Broking

Our mortgage brokers will help you assess your current loans and source the best loans to suit your needs…

Financial Planning

A financial planner is your key strategic advisor in wealth creation. Our team can assist with investment strategy,…

Self Managed Superannuation Funds

Self Managed Super Funds (SMSF) have become a major driver of property investment. Meet with one of our qualified advisers to see if setting one up is right for you…

Personal Budgeting

Our Money Management team are experienced finance advisors who are here to help you get an understanding of what your current cash flow situation looks like and show you where exactly your money is going…

Retirement statistics
96 %
of Australians are expected to receive a pension at some time during retirement
22 %
of Australians are on track to achieve a comfortable level of retirement income
9 %
of Australians retire before 60
$ 151 000
Average super balance at retirement
We are your board of advisors, with you as the CEO of your financial future

Our Team

JOHN DI NATALE
Director | Licensed Estate Agent
JASON DAVIS
Director | Financial Advisor
KALEY CHU
Business Development Manager
SAMANTHA DREW
Marketing Manager
DIANA SANTIBANEZ
Paraplanner

Blog

Blog

Popping the housing bubble’s bubble

Apparently we’re in “the grip of a housing bubble”. If your bits have been feeling a little errr, constricted, this could be the explanation. What is a housing bubble anyway? …

Blog

Maybe the sky isn’t falling

An article titled “The Australian housing market – what are the key issues?” by Dr Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital somehow ended up …

Blog

Frog in a saucepan

You’ve probably heard the story about a frog in a saucepan filled with water. Take that saucepan, put it on the stove and the frog will happily sit there as …

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FAQs

Got a question? Head over to our FAQs to find the answer you need. 

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HOW TO FIND US

PUBLIC TRANSPORT
We are a 5 minute walk from Flinders Street Station either across Evan Walker bridge and down Southgate Avenue to City Road or down St Kilda Road and right down City Road.

PARKING OPTIONS
On street parking is available on City Road (1 hour limit) between 10:00am and 3:30pm. There are several ‘pay to park’ car parks located within a few minutes walk at Eureka Tower, The Ballet Centre, The Arts Centre and a car park on the corner of Power and Kavanagh Streets.



Suite 8, 51-55 City Road
Southbank VIC 3006
(03) 9686 9111
info@equiwealth.com.au