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.
Fees and costs
Our fees are very competitive and you can authorise payment for superannuation-related advice from your Equip superannuation or pension account. We charge based on an hourly rate and provide you with a cost estimate that you must authorise before we start on your plan. We receive no commissions from any of the products or services we recommend to you.
- Introductory appointments - We charge a flat $143 (including GST) hourly rate for appointments. A standard appointment lasts one hour.
- Statement of Advice (SoA) - The cost of preparing a full financial plan, or SoA , is usually $1,100 (including GST). However, the cost may be higher for more complex plans.
- Review fee - We recommend that you make an annual appointment to review your plan and ensure it still aligns with your situation and goals. A $550 review fee is generally payable, unless your matters are more complex, in which case the fee may be higher.
Continuing professional development (CPD) policy
You can download and read Equip Financial Planning's CPD policy here.