Eqeus simplified their financial affairs by eliminating redundant structure – which included a number of insurance policies they simple didn’t need. We reduced the number of investments they had accumulated over the years with the view to achieving a portfolio based on quality rather than quantity.
We collaborated with other professionals to ensure the best financial plan. In order to tailor a holistic financial outcome for Peter and Jane, we worked very closely with their accountant to determine taxation impacts, correct reporting and compliance. We also consulted with investment and risk specialists so that Peter and Jane were on the best track.
The Eqeus team were also able to address their wishes for their family’s future which included sourcing appropriate insurance policies for each of their children. This thorough strategy plans for the children to be financially protected in the event of illness and/or accident, while the premiums may eventually be taken over by them individually when they are older.