Private Wealth

Our private wealth clients are professional, high net worth individuals who need access to an experienced financial adviser 24/7 and trust us to handle every aspect of their personal and business finances.

We understand the unique challenges of high-level executives and time-poor professionals, who need financial support and advice that aligns to their demanding schedule. We’ll take care of everything from paying personal bills and tax returns, to creating an investment strategy or a business succession plan.

As a boutique firm, EQ Wealth focuses on premium levels of service and is proud to be trusted with the most intimate details of our client’s financial affairs. Our experience and the strong relationships we build with our clients means we understand exactly what they need, often before they’ve articulated it themselves.

Your EQ Wealth financial adviser will meet you at home or a location that suits you, at any time of the day or night. We’ll also work closely with your accountant, lawyer, mortgage broker, business coach and other advisers to help you maintain a strong financial position and keep your family, business and investment assets protected.

Our job is to make the complex exceptionally simple and make sure every aspect of your finances is under control, so you don’t have to lift a finger.

Want to put a face to the name? Contact us to make an appointment with one of our private wealth specialists (don’t worry, we’ll come to you).

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