Embark on your Equilibrium journey - a pathway designed to bring you clarity, confidence, and lasting positive impact.
Your financial plan starts with clear and actionable steps empowering you to make informed decisions throughout your journey with us.
Your dedicated financial planner and client manager will meet with you regularly to ensure you have a clear picture of your financial health now and in the future.
We help you to understand what you really want to achieve with your money. Looking beyond the basics, your financial plan is built with your hopes and aspirations in mind.
Ensure the right people receive the right money at the right time. We help you support your loved ones and make meaningful contributions to their lives.
Make an impact that lasts for future generations. Your legacy will reflect your values and bring benefit to your family and community.
We are people-centric and purpose-driven, as we continually look for ways for financial planning to have a meaningful impact on our clients and their loved ones.
Our holistic approach to financial planning empowers you to secure your future, protect your legacy, and achieve your life goals.
Our expert team manages your investments with unmatched knowledge and experience - unlock our proven process and build your financial confidence.
Our Essentials Service is designed to make financial planning accessible, whether you are at the beginning of your journey or have simple needs.
When Sue had health issues, she found comfort in knowing that she could afford private healthcare. Here she explains how Equilibrium take away the stress of managing finances, so she’s free to enjoy the important things in life.
Chartered financial planner, Ben Harrison, outlines the five fundamental pillars of constructing a sound financial plan.
Our latest quarterly investment report dives into the details behind these impressive figures, including 10-year performance comparisons, sector outperformance, and insights into why we favoured fixed interest over equities in a high-valuation environment.
Colin Lawson, entrepreneur, founder, and managing partner, shares the lessons he has gained throughout his career.
Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.
Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.