Make the most of your current financial position and opportunities
Equitas Partners is a boutique financial advisory service for people in the corporate world – CEOs, senior executives and company directors.
Typically our clients are very busy driving their company’s growth. We help them achieve the same success for their own financial well-being. Developing plans that:
- build on the money you are currently making and the opportunities you have
- allow for the often short-term tenure of senior management positions
- have actionable strategies to afford the lifestyle you want for the people who are important to you.
At the pinnacle of your career the choices you make now will have a significant impact upon your future lifestyle. One unwise investment or an ill-considered risk, and it could take you years to recover.
Our clients value the objective perspective of a fresh set of eyes, the clarity of well-considered financial plans, and the returns from their successful execution.