FAQs
Have a question? Here are some of the most common things our clients ask.
What is a financial plan?
Each person and family has unique set of circumstances, values and goals. At Eqeus, we strive to identify those differences to create bespoke financial planning frameworks designed to help you realise those goals.
The financial plan is your own personal blueprint to target your wants / goals whilst staying true to your values. Your personal financial plan will be created just for you and your family’s goals for the future.
Two major areas within our financial plans is to help our clients Get Your Financial House in Order and once this has been done, to then ensure that we Keep You on Track.
What makes you different from other financial advisers?
We take the time to learn about what is important to you and what you want to achieve in order to deliver the very best recommended strategies to get you there. Listening to your story and devising a solid financial plan that clearly targets your future aspirations is how we do this. We’ll help to uncover your core values and set some achievable goals.
The Eqeus Way is based on an understanding on the issues you face today and how we can then assist you to Get Your Financial House in Order.
How long is the first meeting?
Usually up to 90 minutes but it depends on how long it takes for us to understand what’s important to and how we can help to activate the life you want to live today and into the future.
What does it cost?
This means that we will provide you with an engagement letter setting out the direct cost for you to ‘Get Your Financial House in Order’ as well as the direct costs involved for Eqeus services to ‘Keep You on Track’.
The level of this fee depends on the complexity and the level of service required to achieve your goals and activate the life you want.
Do you offer different levels of service?
In short, yes…at Eqeus we believe there are 7 key areas where our team add value:
– Goal Setting
– Cash Flow Management
– Structures
– Investments
– Insurance
– Estate Planning
– Retirement Planning/Superannuation
Everyone wants/needs a personalised solution in each of these key areas, so our level of service is customised accordingly. This level of service requirement is explored together during our initial discovery and engagement meetings.
Are you associated with a bank?
No. Eqeus is a fee-based practice and not affiliated with any bank, or insurance company.
How does Eqeus decide on investments?
That’s determined by you, your goals and the vehicles you’ll need to achieve them.
At Eqeus we see investments as solutions to your goals, not influencers. We are neither product nor investments driven. Our core business is about understanding your wants, values and goals; only then do we advocate any product/investment suitability within your portfolio. As your coach and mentor, we look beyond the numbers to ensure there is a strategic fit towards discovering wealth and activating the life you want.
If you have additional questions, we invite you to get in touch with our team—we’re here to help.
Ready to take the next step toward financial simplicity?
Get your financial house in order with a 90-minute consultation designed to bring clarity and confidence to your financial future. For just $385*, our 90-minute strategy session will help you:
Align your finances with the lifestyle you want
Identify opportunities to make your wealth work smarter
Balance enjoying today while securing your future
And if you choose to work with us, this fee will be offset against your financial plan.
Start making smarter financial choices today.
