EQUIS Group

Wealth Management

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.

follow US

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 PJN Family Trust trading as EQUIS Group Wealth Management’ Authorised Representative No. 001258786.

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.

COLLABORATIONS

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.

SUPERANNUATION

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.

INSURANCE SPECIALIST

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.

Copy_of_Facebook_Cover_–_Untitled_Design

Upcoming Events

Accelerate your Business - Coaching (3)

Tue, Feb 18

Location - Online Via Zoom Video Conference

Feb 18, 6:00 PM – 8:00 PM GMT+10

Location - Online Via Zoom Video Conference

Take Action. Your small business is established but you are looking for MORE - more revenue, more time - how to market more effectively without it costing a fortune. Being a small business owner can be isolating and tough, this is the perfect solution to make 2020 the best yet!

Start-up Business Coaching (3)

Wed, Feb 12

Location - Online Via Zoom Video Conference

Feb 12, 6:00 PM – 8:00 PM

Location - Online Via Zoom Video Conference

You've got the ambition to start your own small business (or have started) & you don't want to miss an important step, marketing initiative or strategy then this is the perfect fit for you - a comprehensive mentor, resource & support for new solo business owners!

Money Mastery - Personal Money Mentoring (3)

Tue, Feb 11

Location - Online Via Zoom Video Conference

Feb 11, 6:00 PM – 8:00 PM GMT+10

Location - Online Via Zoom Video Conference

Have you ever wanted to work with a financial coach but couldn't afford it or were worried that you might be judged? Have you read the Barefoot Investor and wished you could keep learning, understanding and talk your situation through with an expert? Now is your chance to make 2020 the game-changer!

Money Mastery - Personal Money Mentoring

Wed, Jan 29

Location - Online Via Zoom Video Conference

Jan 29, 6:00 PM

Location - Online Via Zoom Video Conference

Have you ever wanted to work with a financial coach but couldn't afford it or were worried that you might be judged? Have you read the Barefoot Investor and wished you could keep learning, understanding and talk your situation through with an expert? Now is your chance to make 2020 the game-changer!

Accelerate your Business - Coaching

Tue, Jan 28

Location - Online Via Zoom Video Conference

Jan 28, 6:00 PM

Location - Online Via Zoom Video Conference

Take Action. Your small business is established but you are looking for MORE - more revenue, more time - how to market more effectively without it costing a fortune. Being a small business owner can be isolating and tough, this is the perfect solution to make 2020 the best yet!

Start-up Business Coaching

Tue, Jan 21

Location - Online Via Zoom Video Conference

Jan 21, 6:00 PM

Location - Online Via Zoom Video Conference

You've got the ambition to start your own small business (or have started) & you don't want to miss an important step, marketing initiative or strategy then this is the perfect fit for you - a comprehensive mentor, resource & support for new solo business owners!

What Our Client's Think

Jodie Nolan (MBA Fin App)

Jodie Nolan promo pic 3.jpg

JODIE NOLAN

Financial Adviser, Best-selling Author & Speaker

0409065712

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 PJN Family Trust 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

OUR ADDRESS

PO BOX 554, MALENY QLD 4552

Email: jodie@equisgroup.com.au
Tel: 0409 065 712

For any general inquiries, please fill in the following contact form:

CONTACT

EQUIS Group Wealth Management

We pride ourselves on delivering an exceptional experience.

Our clients become family, and this gives them an entirely new perspective and comfort around their money decisions.