We Help Individuals & Businesses Build Wealth, Protect Their Income & Plan for the Future
Holistic financial planning and wellness solutions that help you make better decisions today for a stronger tomorrow.
Your Financial Plan Should Start With Your Life
First understand where you want your life to go. Then understand the financial decisions required to get you there.
Financial EQ takes a holistic approach to financial planning. Rather than focusing only on products, investments or policies, we first work to understand your goals, your priorities and the direction you want your life to take.
From there, we help you understand the financial implications of your decisions and build a practical plan designed around your future.
Learn more about our approachMore Than Financial Products
Financial planning is not simply about accumulating money. It is about understanding what you want your money to do for you, your family and your future.
Knowing What To Do Is Only Part of the Plan
Successful financial planning combines knowledge with the awareness and behaviour required to put that knowledge into action.
The Knowledge
Financial IQ is the technical side of financial planning: understanding investments, risk, tax, protection, retirement planning and the financial opportunities available to you.
- Financial knowledge
- Planning and strategy
- Understanding financial products
- Making informed decisions
The Behaviour
Financial EQ focuses on your awareness, beliefs and behaviour around money. It helps bridge the gap between knowing what you should do and actually putting your financial plan into practice.
- Awareness around money
- Understanding financial behaviour
- Aligning money with your goals
- Turning plans into action
Financial Solutions for Every Stage of Life
From protecting your income to growing your wealth and planning for your family or business, we help you build a stronger financial future.
Protect
Protect yourself, your income and the people who depend on you.
- Life Cover
- Disability Cover
- Dread Disease Cover
- Income Disability Cover
- Funeral Cover
- Gap Cover
Grow
Build wealth today and create financial opportunities for tomorrow.
- Investments
- Tax-Free Investments
- Education Planning
- Long-Term Savings
Plan
Put the right structures in place for your future and your family.
- Estate Planning
- Wills & Trusts
- Tax
- Health & Medical Cover
- Vitality
Business
Financial and employee solutions designed for modern businesses.
- Key Person Assurance
- Business Assurance
- Group Benefits
- Pension & Provident Funds
- Corporate Wellness
- Section 14 Transfers
Financial Planning Built Around Your Life
Money is important, but what matters most is what your money allows you to do.
We work with our clients to understand the path they want their lives to take and then help them consider the financial implications of the decisions they make along the way.
Why Choose UsLife Goals First
We first understand where you want your life to go before recommending financial solutions.
Holistic Planning
We look beyond individual products and consider the bigger picture of your financial life.
Financial Education
We believe you should understand your financial plan and the reasoning behind every decision.
Long-Term Partnership
Financial planning evolves with your life, which is why we focus on building lasting relationships.
Personal & Corporate Financial Solutions
Financial EQ works with individuals, families, businesses, employees and organisations.
Individuals & Families
Build a financial plan that protects what matters, supports your goals and helps you prepare for the future.
- Life and income protection
- Investment and wealth planning
- Education planning
- Estate planning
- Medical and gap cover
Businesses & Organisations
Support your business and your people with financial solutions designed around long-term stability and wellbeing.
- Key Person Assurance
- Business Assurance
- Group Benefit Schemes
- Pension & Provident Funds
- Corporate Wellness Days
What Our Clients Say
Mark is not just a financial advisor who helps me plan for my financial goals. He makes sure I understand the benefits, explains the challenges and offers different strategies to help me achieve those goals.
Dealing with Mark and Financial EQ has always been so effortless. The service and desire to work with and support a client's needs is amazing.
Let's Plan Where You Want Your Life To Go
Speak to Financial EQ about your goals and the financial decisions that can help you move towards them.