Who we help
Discover how Eqeus has helped clients simplify financial complexity, gain clarity, and build a wealth strategy that works for their life, vision, and legacy. Here, our clients share their journey toward financial confidence and freedom.
- All
- Family CFO
- Investment Planning
- Retirement Planning
Your frequently asked questions
Eqeus provides full-spectrum financial planning, ensuring every aspect of your financial life is structured for success.
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?
Our difference is The Eqeus Way – a pathway to discovering wealth, based on your personal values and goals. The essence of Eqeus financial planning is that you will always be treated as unique and receive personalised solutions.
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.