Successful people demand a professional and personalised service. Equus Partners Wealth Management* creates strategies that enable our clients to achieve success through wealth to ensure they achieve the life they want coupled with financial freedom.
Tailored precisely to your personal circumstances, our services include:
- Personal strategic financial advice
- Wealth creation
- Superannuation (including Self Managed Super)
- Investment Portfolio construction and management
- Retirement planning
- Personal stock broking and managed fund selection
- Asset Management
- Estate planning
- Personal risk insurance brokerage
- Business Risk Insurance (Key Person, Buy/Sell)
- Home Loans
- Mailing house function
Our advisers are supported by associate advisers and dedicated client services coordinators to ensure you always have someone available to assist you.
*Equus Partners Wealth Management and Chris Nairn are Corporate Authorised Representatives of Capstone Financial Planning AFSL/ACN 223135, Australian Financial Services Licensee, Level 14, 461 Bourke Street Melbourne Victoria 3000