Your Personal, Financial MasterPlan Discovery Session

It’s all about you. Where are you now and where do you want to go? We take the time to understand your current position and objectives and how we can help you formulate a strategy to achieve your goals.

If you’re like most people, you have a pretty good idea of what you’re aiming for when it comes to wealth creation, but you might not know exactly what it’s going to take to get you there and how you’re going to make it happen.

We bring together financial planners, finance brokers and property experts who work together to help you define your strategy, arrange finance, select investments and manage your portfolio.

  • What is your longterm investment goal?
  • Where do you see yourself financially at age 65?
  • Is capital growth important to you?
  • Is cash flow more important than capital growth?
  • What are the tax implications of your investment strategy?
  • Is it appropriate for you to consider a SMSF?

So, congratulations on your decision to take control of your financial future! The team at Equi Wealth is here to help you, every step of the way. Your journey begins with your Personal, Financial MasterPlan Discovery Session, completely free (limited time only). This will allow us to get to know you better, gain a clear understanding of where you are now, what your long and short term goals are and how we can help get you there. Of course, this is also a chance for you to get to know us and learn more about how we can help you achieve your goals.