ABOUT FINANCIAL PLANNING

Unlike many financial advisory firms, Equiti Group Pty Ltd is not owned, controlled or employed by a financial or institutional company, so we are able to provide access to a wide range of specialist investment products to the general public.

FPS was formed in 1985 and has grown to be one of the largest boutique Financial Planning companies in Australia. FPS is a Principal Member of the Financial Planning Association of Australia and holds Australian Financial Services Licence Number 225982, issued by the Australian Securities and Investment Commission; and with over $750 million worth of funds under advice, the group takes their investment strategies very seriously!

The Corporate Authorised Representative appointment enables Equiti Group and its Advisors to provide personal financial advice to their clients.

Financial Planning is about helping you achieve your financial and lifestyle goals by finding the highest and best use of your available financial resources.

In essence, the process of Financial Planning helps you to make educated and informed decisions about your money and helps you develop a strategic approach to managing and growing it.

Often, it can mean the difference between a financial future that is destined for security; or one that is not.
Other benefits that are offered by Financial Planning include:

a one-on-one relationship with a qualified Financial Advisor,

access to new investment opportunities,

regular reviews to ensure your strategy remains current to your goals,

a disciplined and regimented approach to wealth creation,

up-to-date information about changing laws and investment markets, and

access to research and market insights.