Our clients are intelligent, successful, savvy, ambitious achievers and pragmatic, informed takers of risk.
They are actively engaged in taking control of their financial wellbeing, seeking to maximise their current position and financial opportunities to ensure they have the money to afford their choices; the lifestyle they want now and into the future.
Equitas Partners provides advisory services to senior executives, CEOs, professionals and company directors. We offer the best service and the greatest value to clients with a household income of $350K plus p.a. or investable assets worth $1 million or more.
We develop deep, long term relationships with our clients and Rob MacLean personally advises each one, overseeing the successful execution of their plans. This ensures everyone gets the attention they deserve and the success they want.