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Our advice is all about you

Your life is about a lot more than money.

Your life is a unique, dynamic experience. Your values, needs, hopes and dreams are like no-one else’s. That’s why we take the time to find out what’s really important to you.

Banner Health and RBF

The art of advice.

As your Financial Advice Centre, Aequis offers national, award-winning advice from our team of passionate financial advisers—industry professionals with top-of-the range talent across a number of specialist areas.

We’ll help you figure out what matters most to you—what your vision is for your future and what it is about money that’s important to you. We offer you quality financial advice that is right for you, personally—advice that will get you on the road to achieving your goals and dreams.

Specialists in Health

We have over 16 years’ experience guiding the financial success and security of health professionals and specialists. Aequis has AMA preferred supplier status in Tasmania and we have an ongoing financial education and mentoring program to Utas medical graduates. Whether you are a health professional in a large practice, working in the hospital system, a medical student, or a professional working in allied health, optometry or dentistry, Aequis can provide the specialist financial advice you’re looking for.

Specialists in business

When you’re running your own business, it’s easy to feel like you’re the only one who can make things happen.

Aequis specialises in providing financial advice to business owners, helping you to take a step back and really explore your business, so you can rediscover what’s most important to you. We’ll guide you in identifying your challenges, opportunities and goals, and help you focus your efforts in the right place, to ensure your business is everything you want it to be.

Specialists in RBF

We have particular expertise in advising government employees, and we are RBF specialists, crafting comprehensive and innovative superannuation solutions as part of your overall financial plan. So as an RBF member, you can be confident that we understand your fund better than most. With our award-winning financial advice, you’ll discover the potential of your RBF superannuation fund to help create the lifestyle you want.

Understanding Series. General Advice Warning. Privacy Statement.

Aequis Pty Ltd ABN 61 085 073 972 is an Authorised Representative of GWM Adviser Services Limited
ABN 96 002 071 749 an Australian Financial Services Licensee with its Registered Office at
105-153 Miller Street North Sydney NSW 2060.
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