People seek financial advice for different reasons, but ultimately it is for guidance, knowledge and reassurance. At Equanimity, we pride ourselves on keeping things simple and straightforward in order that the right decisions can be made for you.
There are many “life moments” when financial planning will leap to the top of your priorities: getting married or divorced, receiving a windfall, starting a family, starting a business or simply turning 40 (I know, it can be very scary).
Some clients successfully run their own finances however they need the structure offered by a financial planner to ensure that they are on track to meet their personal financial goals. They also value the experience and expertise that we bring to provide other solutions that they may not be able to achieve on their own.
The financial world can be scary and daunting for someone who is not used to it. We remove the jargon from the financial world in order to enable our clients to, not only understand, but to have the confidence to make the right financial decisions.
Many individuals are highly successful in their professional lives and this often comes at the cost of their personal finances. We provide the structure and implementation that they need to meet their financial goals.
During such a traumatic time as divorce, expertise is critical in ensuring that the financial settlement being agreed works for you. Having an adviser working on your side, that can be used as a sounding board, provides invaluable peace of mind.
We put people first. At the heart of our ethos is our rapport with our customers, and that begins with our team.