Welcome to Equitem
Embracing a purpose-filled life is not only about pursuing passions but also making the right money choices that fuel and sustain that journey. Explore how we may be able to help you align your financial decisions with your life's purpose.
Our mission is to provide simple and trustworthy financial advice that helps you to grow and protect your assets, thereby helping you achieve your life goals.
Who are we?
Our team has come together from diverse backgrounds, including Stock Broking, Accounting and Project Management, to form a financial planning business that prioritises transparency and authenticity above all else.
With over 40 years of combined experience and the latest technology to help us along the way, we can help you build the life you want. A life where your values, your goals and your financial decisions are perfectly aligned.
Ready to work with us?
Here are a few things you should knowβ¦
Our unique approach
At the core of our philosophy is a fresh take on financial advising. We ditch the old-school norms of the industryβno more stuffy suits and ties or outdated approaches (phew!) Instead, our methods utilize the newest technology to provide simple, transparent, and innovative financial advice.
Transparency & Flat Fees
We prioritize clarity and honesty right from the start. You won't encounter convoluted financial language or 20 page disclaimers with us. We don't charge based on a percentage or add hidden costs. Instead, we have a flat fee for each piece of advice, so you know exactly what to expect.
Values-based advice
We prioritize your values and goals, tailoring our approach to create a personalized strategy for success. Unlike product salesmen, we don't steer clients toward our preferences, recognizing that each situation is unique. What works for one may not work for you.
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