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Financial Planning

Detailed financial advice when you need it. 

Whether you’re just entering the workforce or thinking about retirement, a qualified financial planner can help you manage your commitments and grow your long-term wealth.

Equip’s financial planners create personalised plans based on your lifestyle needs and income expectations. They are registered by the Financial Planning Association (FPA) and do not receive any commissions.

Benefits of financial planning

Speak to us about your financial goals and we'll help you chart a course for success. 


Our financial planning process is completely transparent. We work with you to achieve your goals, and do not take any commissions on products. 


Small investment changes can make a big difference. We'll help you choose the right investment strategy for your age and financial goals. 


Effective investment strategies can help you reduce your tax obligations, which means more money to do the things you love. 


Learn more about financial planning

Why get financial planning

Reaching your financial goals is easier when you have a plan.

What to expect

Our planners work with you to create personalised strategies.

Attend a seminar

Join us at a free local seminar and hear from industry experts.

Meet our planners

Our planners are fully accredited with a range of specialist skills.

Understanding financial planning

Learn about Equip's financial planning process and what you can expect. LEARN MORE

Try the new MyFuture calculator

See how you super is tracking, and what you can do to boost it.

Check your retirement income with the Equip calculator

Get in touch

Do you need additional assistance?

Fill in your details, and Equip’s Member Services team will call you back.

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