What makes us different?

To us, integrity means always doing the right thing (even when nobody is watching), from the way we structure our fees to offering peace of mind through our fee guarantee and service promise. 

We’ll only recommend changing your portfolio if it’s in your best interest, and the Equilibrium guarantee means that if you feel that we haven’t lived and breathed our values, you can ask for some or all or your fees back since your last planning meeting. 

Hear how this helped to convince our client that we were the company she wanted to work with.

We strive for excellence in everything we do. This can be seen in our client retention rate of over 99%, as well as the awards and accreditations we’ve consistently been awarded over the years.

We believe in taking part in awards to put ourselves to the test, hold ourselves accountable and highlight areas for improvement. As a result, we’ve been recognised for excellence in various areas over the years. Why not take a look?

We simplify the complex. The financial industry can be full of jargon and complicated processes, but we promise to always speak in a language you understand.

Our documents are designed to explain our processes, financial rules and regulations in an easy-to-digest way. Read our retail client agreement to see for yourself.

We never stop growing, learning and developing. Equilibrium has ambitious growth plans, which enables us to attract, retain and develop the most talented team. It also enable us to continually develop our business and find innovative ways to deliver our service to you.