Let’s be friends
We like to get to know our clients individually… now you can get
to know us on a personal level too.
Equiti’s popular educational seminar event, where you’ll learn proven wealth creation strategies that’ll help you secure your financial future. What are you doing to secure your financial future?
In line with our underlying commitment to educating clients and our community, the Equiti team have a diverse online library of educational videos, e-books and articles to help you understand all aspects of your wealth creation journey.Explore our Media Centre
An Equiti team member will be in touch soon to discuss
the next step in your financial journey.
– Sandeep and Pooja Chugh
– Sally Greenwood
– Mel & Karen, Glebe
– Ian & Terri, Glenmore Park
Navigating finances can be a source of stress and uncertainty for many. How do you know you are making the right decision when it comes to managing these finances? How can you be sure your wealth management strategy is benefiting you and your family, both now and in the future?
These questions can be tricky to answer. And that’s why we have made it our mission to deliver quality private wealth management to all Australians.
You are unique, and so too are your future goals, financial situations, and family circumstances. There is no one-size-fits-all approach to wealth management, so we work closely with our clients to develop a tailored solution.
You have a story, and we are here to listen. Our team of financial advisors in Sydney, Melbourne and Brisbane take the time to understand your aspirations. From there, we can assist with the following:
We are committed to developing a real, long-term relationship with you, our valued client. So, if you are looking for finance advice that does not follow the traditional path of ‘selling’ investments outright, we are here for you.
Whether you are in Sydney, Melbourne or Brisbane, let’s achieve your financial dreams together. It’s what we’ve done for over 2,000 clients already.
Contact the team at Equiti today for an obligation-free, 15-minute consultation with one of our professional financial advisors. We are more than happy to share with you the strategic tools available to you, to make your goals a reality – perhaps sooner than you think.