Bringing Private Wealth Management to All Australians
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Wealth Education

If you hand a man a fish, he eats for a day.
If you teach a man to fish, he eats for a lifetime

Whilst many advisers simply implement plans on behalf of their clients, an Equiti adviser is committed to educating and encouraging their clients to be involved in their own investment strategy decisions.

With a strong focus on education, our clients feel more confident towards their wealth management strategies and are able to make educated and informed decisions as they specifically relate to them

The Equiti Magna Carta states that:

8. An Equiti adviser is committed to educating their client and allowing them to be involved in their own investment strategy decisions. With a strong focus on the education of our clients, our clients feel more confident about their investment strategy decisions and shall continue to make educated and informed decisions based upon sound investment principles. Our advisers and our written Statements of Advice will always communicate our recommendations understandably.

In the spirit of our underlying commitment to education, you are immediately able to access:

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