At Equiti, our mission is to help people achieve
their financial goals and dreams through effective
When Equiti first began, we established a philosophy centred on client relationships, focusing on the unique needs and concerns of individual clients, not following the traditional path of simply ‘selling’ investments. Today, we continue to embrace this philosophy.
We aim to help you make educated and informed decisions about your own money, and assist you in
developing a strategy for managing and growing it. Our structured wealth management solutions are
designed to determine a tailored financial plan created specifically for you.
– Sandeep and Pooja Chugh
– Sally Greenwood
– Mel & Karen, Glebe
– Ian & Terri, Glenmore Park
In the pursuit of our mission, Equiti will at all times:
Our team-based and holistic approach to wealth management allows us to service clients in a more integrated way, as areas of advice often overlap. Your Equiti Advisor is able to discover opportunities, investments and strategies that work best together and to focus on the core milestones most important to you.