Equitas Partners is a boutique financial advisory service for people in the corporate world – CEOs, senior executives and company directors. Typically our clients are very busy driving their company's growth. We help them achieve the same success for their own financial well-being. Developing plans that: - maximise the money you are currently making and the opportunities you have - allow for the often short-term tenure of senior management positions - have actionable strategies to enable you to afford the lifestyle you want now and into the futuret. At the pinnacle of your career the choices you make now will have a significant impact upon your future lifestyle. One unwise investment or an ill-considered risk, and it could take you years to recover. Our clients value the objective perspective of a fresh set of eyes, the clarity of well-considered financial plans, and the returns from their successful execution. As an Equitas Partners client, you will have access to a range of integrated financial services and advice in one location. All financial advice is provided by Equitas Wealth Pty Limited, while accounting, tax and estate planning advice as well as other services are provided by Equitas Accounting Pty Ltd.
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The Equitas Partners Australia annual revenue was $747000 in 2026.
Equitas Partners Australia is based in St Leonards, New South Wales.
The NAICS codes for Equitas Partners Australia are [54, 541611, 5416, 54161, 541].
The SIC codes for Equitas Partners Australia are [87, 874].