CASE STUDIES

See first-hand how the Eqeus experience works. Here, our clients share their journey to achieving what really matters.

As young professionals, Ben and Stef were looking to make significant changes in their life and know they had to learn to save and manage their money in a more effective manner.

Peter and Jane are both in their early 50s. They have three children - twin daughters aged 21 and a son aged 19. All three are studying at university.

Fifty-somethings Bill and Kate have set a great financial example for their two teenagers. They’ve worked hard and invested wisely and widely. Now they want to make sure they leave a lasting legacy.

As the executive chairman of a national organisation, Ray is a very busy man. Despite his long association within the financial services sector, there is often little time for Ray to attend to his own financial affairs and those of his wife, Margaret.

Mark and Emma are both 37. They have been married for 8 years but known each other for 18 years. They have two beautiful boys, Jasper aged 3 years, Angus aged 7 months.

WHAT OUR CLIENTS SAY

  • "I feel we’re in better shape financially because of it and I wish we’d done this earlier"

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  • "The integration with the rest of my financial affairs is very important."

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  • "He’s helped us clarify our goals, keep track of our finances, manage our cash flow and is even helping us rebuild our house"

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  • "The personal relationship I have with John & Robbie is very important to me… They have very good interpersonal skills and I trust them 100%"

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