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.

 

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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.

 
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What Our Client's Think

 
 
OUR ADDRESS

PO BOX 554, MALENY QLD 4552

Email: jodie@equisgroupwealthmanagement.com.au
 

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.

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