THE BEST WAY TO PREDICT YOUR FUTURE IS TO CREATE IT

Who we are

Aequus Wealth Management provides advice on a range of financial services products. We believe we have the necessary tools and expertise to help improve your wealth through holistic financial planning.

We partner with you from start to finish, focusing on your needs and objectives while producing new ideas, developing effective investment strategies and designing financial plans via effective cash flow modelling.

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Contact Us

What we do

INTRODUCTORY CONSULTATION

The purpose of this meeting is to explore your financial situation and objectives in strict confidence and for you to understand how we aim to help you. We will take time to recognise your knowledge and experience of investments including your ‘attitude to risk’ and your feelings towards any risks of losing money, as this will impact significantly on the advice given.

ADVISING

If you are looking to improve your financial position – now or in the future – or you need help understanding the various investment and retirement planning products available, let us guide you. Building for the future in today’s rapidly evolving environment means understanding and taking advantage of all of the planning areas available to you.

CASH FLOW MODELLING

We examine your income and expenditure and offer projections on how to achieve your investment and retirement goals with “what if” scenarios via cash flow modelling. We then strategize to understand the implications of every choice our clients can make. Get in touch to learn more about how this service can potentially help you.

Neil is always very helpful and accessible to promptly respond to any concerns that arise. We feel confident that he is knowledgeable about our financial situation and his advice is tailored to this knowledge. He has a very honest and friendly approach, that is refreshing, and puts clients at ease!

Marilyn (Client)

Neil has been our financial advisor for a number of years and we have been very happy with the service provided. Neil is very professional and knowledgeable and easy to contact. Neil explains our options and makes recommendations taking into account our views and requirements.

Peter and Pamela (Clients)

I have known Neil for over 10 years and have been fortunate to have worked in conjunction with many experienced and respected advisers in my 35 plus years as an investment director which hopefully adds a broader perspective. Neil I feel offers a highly pragmatic and explicit approach which his clients appreciate and respond too, this in my opinion reflects on Neil’s respecting what is important in his business, his clients!

Leigh (Investment Professional)

My wife and I have very little knowledge and understanding about investment and yet Neil manages to explain our investments in a manner whereby we are able to understand to make the right decisions for our future. In addition, Neil is a very friendly financial advisor and we would be very happy to recommend his services to family and friends.

Cyrus (Client)