Do we plan to fail, or simply fail to plan?After 35 years in financial planning, I have yet to meet anybody who plans to fail and does not accept the wisdom of planning their finances.

Vince De Stefano, CEO

Welcome to Equity & General

Choosing the right financial planning firm is just as important as the financial planning process itself. We understand that entrusting your financial future to a firm requires careful consideration, and we want to assure you that we are the right choice for you.

So why should you choose us?

At the heart of everything we do lies a deep commitment to our clients. Throughout the years, our sector has witnessed numerous events, but the fundamental aspects that matter most have remained steadfast. Our focus has always been on safeguarding our clients’ families and loved ones, prioritising their well-being and assets, helping them save for significant expenses and special occasions, and assisting in planning for retirement and long-term care. These essential principles have endured, transcending the digital era, economic cycles, recessions, and global challenges that have come our way.

Expertise and Knowledge

Our team possesses extensive experience and expertise in all aspects of financial planning. We stay updated with the latest industry trends, regulations, and strategies to ensure that we provide you with the most effective and relevant advice.

Client-Centric Approach

We place our clients at the centre of everything we do. We take the time to understand your unique goals, needs, and aspirations. Your financial well-being is our top priority, and we tailor our services to align with your specific circumstances and objectives.

Independence and Objectivity

As an independent firm, we are not tied to any specific financial products or providers. This allows us to

provide unbiased advice and access a wide range of options from the entire market. Our recommendations are solely based on what is best for you.

Trust and Reliability

Building trust is the foundation of our client relationships. We are committed to delivering on our promises, providing reliable advice, and acting in your best interests. Our clients’ trust is invaluable to us, and we work hard to maintain it every step of the way.

Comprehensive Services

We offer a comprehensive suite of financial planning services to meet all your needs. Whether you require assistance with retirement planning, investment management, estate planning, or insurance, we have the expertise to guide you through every aspect of your financial journey.

Ongoing Support and Communication

Financial planning is not a one-time event; it is a lifelong process. We are dedicated to providing ongoing support, regular reviews, and timely communication to ensure that your financial plan remains aligned with your goals as your circumstances evolve.

Transparent and Fair Pricing

We believe in transparent and fair pricing. We will clearly explain our fee structure and ensure that you understand the value you receive for the services we provide. Our aim is to build a long-term partnership with you, based on mutual trust and transparency.

Choosing the right financial planning firm is a critical decision that can significantly impact your financial future. We are confident that our client-centric approach, expertise, independence, and commitment to your success make us the ideal partner for your financial journey. Contact us today to take the first step towards securing your financial well-being.

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