A different approach

At Equilibrium Wealth we take a different approach. Before we even think about a financial plan, we get to know you and what’s important to you

The way we do this is through Life Values consulting. Exploring the things that you value most in life. Research shows the most common life values are:

• Income security
  having the means to afford a comfortable lifestyle
• Looking after the family
  in the event of death
• Health
  wealth without health does not lead to happiness
• Balance
  between work, family, leisure and finance

The Equilibrium Wealth approach

To help you find the right investment strategy, we use a 6 point process:

1. Life values - establish your objectives and goals
2. Fact finder - collect and assess information on your finances
3. Setbacks - identify any potential financial problems
that may exist
4. Planning - provide a written plan with alternatives
and recommendations
5. Recommendations and implementation
6. Review - annually or quarterly depending upon
your needs