We’re excited and committed to building an Advice Centre based on your priority advice needs, to give you quality advice that is in your best interest and makes a real difference in your life.
Many of you tell us that you recognise your need for advice on financial issues that are familiar to you. But often, these advice needs have never been fully explored, because traditional financial planners often focus only on insurance, superannuation or investments.
At Aequis, we recognise that your priority advice needs may lie outside traditional areas of insurance, superannuation and investments. We advise our clients on a wide range of issues including:
• tax liabilities
• buying a home
• gifting to a charity
• funding aged care
• growing a successful business
• transferring wealth to family in a tax effective way
• protecting assets from troublesome family members
• understanding what a business is really worth
• buying or selling an investment property
• financing business expansion
As an Advice Centre, our goal is to support you in exploring what’s most important to you and to help you understand your advice needs without putting any boundaries on what those needs may be. Solving your priority advice needs then becomes our focus.
Wherever possible, our team of professionals provides the advice that you need, and we also work closely with your own specialist advisers in areas such as tax, accounting, business planning and legal. In cases where our clients do not have established relationships with specialist advisers, we can introduce them to the appropriate advice professionals.
We’re excited and committed to building an Advice Centre based on your priority advice needs, to give you quality advice that is in your best interest and makes a real difference in your life.
