Family CFO
Private wealth management
Your personal CFO. For your family, your life, your future.
Managing your wealth isn’t just about staying on top of cash flow or choosing the right investment. It’s about balancing career, family, and future ambitions while making sure everything is working together. Our Family CFO service brings every part of your financial life under one roof. From cashflow to tax, property, super, investments, and estate planning, we create a single, cohesive strategy tailored to you.
With Eqeus, you don’t need to be ultra-high net worth to benefit from the care and coordination that a Family CFO brings. Our clients are often successful, but juggling a lot — career, family, investments, and a growing list of financial decisions. We create clarity in that complexity, giving you a structured plan and a trusted sounding board so you’re not navigating it all alone.
What We Do as Your Family CFO
Whole-of-life financial planning: Everything in your financial world, structured and synchronised.
Smart financial structures: Tax-effective strategies across income, debt, trusts, and property.
Cashflow clarity: Manage irregular income streams and gain visibility over surplus cash.
Your financial second brain: A dedicated sounding board to navigate decisions and stay on track.
Risk and protection review: Insurance, estate planning, and future-proofing your family.
Collaboration with your wider financial team: we coordinate with your accountant, lawyer, broker, banker or property adviser to ensure everything is aligned and nothing gets missed.
It’s the high-level view, personalised support, and accountability you need to make confident decisions and stay in control, even as life changes.
Why choose Eqeus as your private wealth adviser
We act as your financial go-to, the person across everything, making sure nothing slips through the cracks. We provide more than just advice; we provide oversight, structure, and connection.
Because true financial confidence isn’t just knowing the numbers, it’s knowing that someone experienced is in your corner, bringing it all together. Need someone to keep your financial world running smoothly? Let’s talk.
Eqeus provided an innovative approach which separated them from the competitors early on.
“Eqeus helped build a structure for us, which enabled us to reach some of our short term goals and to establish long term goals. By reviewing our finances they were able to identify the best solutions for us and gave us some handy tools to ensure we stayed on track.”
It was through getting to know John and more importantly his sympathetic, gentle manner...
“There is a challenge inherent in letting someone into such a private aspect of your lives and then allowing them to advise and ultimately take action on your behalf. It was through getting to know John and, more importantly, his sympathetic, gentle manner, always respectful and positive that soon gave us the confidence to trust in the process and for the eventual positive outcome.”
Overall we are delighted that we have finally found someone who seems to understand what we want and need.
“We wanted to establish a timeline to meet our financial goals and not someone else’s interpretation of our needs. We wanted to know whether we had enough money to retire and how we were going to generate income in our retirement. We likes the idea of a annual, upfront flat fee rather than the unpredictable, ongoing costs that we had encountered before.”