Bringing Private Wealth Management to All Australians
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Products and Services

“If you want to become really wealthy, you must have your money work for you. The amount of money you get paid for your personal effort is small compared with the amount you can earn by having your money make money”

– John D. Rockefeller (the richest American in history)

As a licensed provider of Australian financial services, Equiti offers a wide range of financial planning and investment product choices; from a one-off single investment acquisition right through to a comprehensive and tailored financial plan.

And because Equiti is not owned, controlled or employed by any financial or institutional company, our advisers are able to provide advice and recommendations that are most appropriate to the specific needs of our clients.

An overview of some of the products and services available through Equiti are:

The Equiti Investment Trust
The Equiti Warrant Trust
Managed Funds
Wrap Accounts
Structured Products
Gearing and Margin Loans
Finance and Mortgages
Risk Insurance
Company Structure
Wills and Testamentary Trusts
Enduring Power of Attorney
Enduring Guardian
Information for Donors
Information for Donees