Welcome to Equitem
- Protect Your Money, Control Your Future -
"A team committed to relationships, not transactions"
We get to know you
Our engagements are based on what you need, so we start by understanding your situation, goals and priorities
then build the strategy
We explore wealth creation and protection options to build your personalised strategy
implement the plan
After collaboratively agreeing on a strategic approach, we action it and establish your portfolio
and manage and optimise your finances
We meet regularly and continuously monitor and review your strategy to ensure we're helping to achieve your goals
When you partner with us, you can be assured that we always keep your best interests front of mind.
Our flat fee pricing model is designed specifically to ensure transparency and value in every engagement.
Enquiries and Contact
General enquiries: firstname.lastname@example.org
Or call us on: (08) 9204 1266
Our hours of operation are 9am to 5:30pm Monday to Friday
(after hours appointment may be available on request)
Unit 5, 186 Main Street, Osborne Park, WA 6017
PO Box 347, Osborne Park, WA 6017
- Free client parking is available on site