Equitas Partners works with people in the corporate world – CEOs, senior executives and company directors – to make the most of their current financial position and opportunities. So that they can have the money to enjoy the life they want.
Our role is to act as your principal advisor and offer a single point of contact for all your needs.
At the heart of our financial advice is a simple 4 step process:
- Review your financial and lifestyle goals, and your attitude to risk
- Analyse your current financial position
- Develop actionable strategies with you to optimise your earning potential and financial position
- Manage the execution of those strategies and help you afford the lifestyle you want, now and in the future.
As your appointed principal advisor, we are entrusted not only with your finances, but also the quality of your future lifestyle, comfort and security. It is a significant role and one we take very seriously.
We offer clients 3 service levels:
A Second Opinion
High Performance Coach
Your Financial Counsel
We become your expert advisor on all your financial affairs, developing the financial strategies so you can enjoy the life you want, and ensuring their successful execution. We free up your most precious asset – time – leaving you free to do the things that matter most to you.