Equi Wealth

Equi Wealth incorporates a team of qualified, experienced advisors with specialist expertise in financial planning, finance broking and property investment work to understand your current situation, your goals, aspirations and your risk profile to create a wealth strategy that is tailor-made for you.

Chick St Clair and Partners

CSP provides a personalised and hand-crafted programme for every customer which reveals a clear plan to grow genuine, freedom-bringing wealth. CSP has a proud history of caring for its clients since 1974 – firstly as Patrick Chick & Associates, then Chick St Clair & Partners from 2004, and now as CSP.

Ethical Advisers' Co-operative Ltd

The Ethical Advisers' Co-operative Ltd (EAC) aims to benefit members in a number of ways including creating buying power to reduce business costs, sharing knowledge and research, and providing mentorship opportunities. We also aim to serve as a platform to increase awareness about responsible investing in partnership with the Responsible Investment Association of Australasia (RIAA) and other groups. This will allow members of the EAC to empower more Australians to invest in accordance with their values. The EAC is run by members for the benefit of the ethical advice profession and consumers of ethical advice in Australia. The aim of the co-op is to increase awareness about investing ethically, to promote the credibility of responsible investment and to assist new and existing Ethical Advisers to provide value to their clients. This will all be done with an overarching vision of expanding responsible investment in Australia to shift investment into positive business activities and away from activities that are harmful to the planet and its inhabitants.

DE LLOYD PRIVATE WEALTH

De Lloyd Private Wealth is a professional financial consultant holding its own Australian Financial Services Licence ( 457799 ),issued by Australian Securities and Investments Commission ( ASIC).

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