Advice aligned to your goals
Our financial planners understand that your circumstances and goals are unique to you.
That’s why we work with you to identify your long-term objectives, and build personalised financial plans to help you achieve them.
Our financial planning process
1. Request appointment
2. Gather information
3. First appointment
4. Discuss plan
5. Implement plan
6. Annual review
Where to start
If you are not already an Equip Financial Planning client we recommend you begin by contacting our helpline service on 1800 065 753 to discuss our services and if they are appropriate for your needs.
Products and advice
Equip financial planners are not limited to Equip products or investments. We have a variety of financial products from leading financial institutions. Equip Financial Planners do not receive commissions.
How much does financial planning cost
By Australian law all financial planners must disclose all forms of payment and fees. The cost will depend on the complexity of your financial situation and financial plan. There are various ways to structure fees, usually starting with an initial fee to cover identifying your needs, developing a strategy and implementing the recommendations. There could also be administration and ongoing service fees for regular reviews of your plan to ensure it meets your changing circumstances.
Our financial planners will always explain fees and charges in a clear and transparent way to make sure you understand and approve the fees before you go ahead.
Read the Privacy Statement here.
Continuing professional development (CPD) policy
You can download and read Equip Financial Planning's CPD policy here.