Finally, Financial Advice that not only makes sense, it works!
Founded by Jodie Nolan (MBA App Fin) in 2010, EQUIS Group is a wealth management firm that not only educates you on how to achieve your goals, but provides strategies to make them happen.
It's a relationship that counts.
What Can We Help You With?
INVESTMENT STRATEGY & ADVICE
Premium Investment Advice with tiered services that represent excellent value for money - so you can choose the level of advice you want.
We partner with our clients to work with their existing Professionals to achieve optimal results.
We pride ourselves on non-financial collaborations with Accountants, Lawyers, Mortgage Brokers & Estate Agents to save you time & money on important decisions.
Not sure what you have? Where you are invested? Super will be one of your most important assets, so lets get it working best for you.
DEBT REDUCTION, FINANCING & CASHFLOW
Integral part of financial planning and future-proofing your financial goals and objectives.
Personal Insurance - Life, Trauma, TPD and Income Protection. Full brokerage means we can get you the right cover you need at the most affordable price.
EXPERT ECONOMIC & GEOPOLITICAL COMMENTARY
Expert Geopolitical commentator for AUS premium Trading Magazine - Your Trading Edge, Keynote Speaker on economics, women in business and overcoming adversity.
What Our Client's Think
Jodie Nolan (MBA Fin App)
Senior Financial Adviser,
Economist & Best-selling Author
Authorised Representative no. 001258785 of Aura Weatlh Pty Ltd ABN 34 122 486 935 AFSL No. 380552. Associated with Corporate Authorised Representative ‘The Trustee for EGWM Pty Ltd trading as EQUIS Group Wealth Management’ Authorised Representative No. 001258786. All information is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice.