Professional Financial Advice You Can Trust
We can help you get professional, good quality, advice.
“Over many years of building Equity Mates Media, we’ve learnt that getting professional help with your personal finances can be invaluable, not only for your wallet but for your mental health and wellbeing.
While often, and understandably, cost is the major hurdle, we’ve seen many examples from the Equity Mates community where the upfront investment has been well worth the professional advice and financial outcomes received.
Outside of cost, finding someone you can trust can be another major hurdle.
That’s why we’ve developed a small network of trusted, qualified advisors to professionally help you if you need it, no matter where you are on your money journey.
We’ve spoken with 100s of financial experts and advisors since our Equity Mates journey began in 2017 and now we’ve handpicked the best as our recommended partners.
So next time you hear us say on the show “speak to a professional” we mean it, and now we can also connect you.
How To Get Matched With a Professional Advisor
After answering a few questions, we’ll be able to match you with an amazing advisor to get you on your way.
FAQs
1. What is the process?
If you would like to discuss your personal situation in more detail with a professional adviser then complete the form above. We will ask you for some basic information and then match you with a suitable professional provider. Our partners line up with our own philosophy and beliefs. Once we have matched you, we will offer you an initial meeting, at no cost to ask about you, so the advisor can explain their process and to see if they can add value! If you decide to engage with them, they will be clear on any costs associated before you do so. You are in good hands.
2. When should you speak to an advisor?
Anytime is the right time. Whether you’re just starting your financial journey, planning a big move, or looking to fine-tune your existing strategy, speaking to an advisor can be incredibly beneficial. Our process is designed to cater to everyone, no matter where you are on your financial path.
3. How do we select the advisors?
We take the matchmaking game seriously. Our advisors are carefully selected partners. We look for experts who not only understand their stuff but also resonate with Equity Mates. So, rest assured, you’re in excellent hands.
4. Why isn’t there just a list I can choose from?
Great question. We believe in the power of personalisation. Instead of overwhelming you with a long list, we tailor our recommendations to your specific financial story. It’s like having a custom-fit solution rather than a one-size-fits-all approach. Quality over quantity!
5. What’s the cost for a financial advisor?
The cost can vary depending on your specific needs and the services provided by our expert partners. However, we’re proud to say that our aim is to make quality financial advice accessible to everyone. No hidden surprises, just transparent, affordable solutions… and the kick off call is completely free.
6. What if I’m introduced to someone and they can’t help?
Not to worry! There is no obligation to proceed further than the initial kick off meeting. If the initial match isn’t a perfect fit, it’s also not the end of the road. We’re committed to ensuring you find the right financial expert. We’ll work with you to understand what didn’t click and refine our matchmaking until we find someone who truly understands and supports your financial goals. We’re in this journey together!
7. What types of financial services do your partners offer?
Our partners offer a wide range of financial services, including but not limited to investment advice, retirement planning, tax planning, estate planning, insurance, and more. Whatever your financial needs may be, we’re here to help connect you with the right professional who can provide expert guidance and support.
8. Is my information safe and secure?
Absolutely! We take your privacy seriously. Rest assured, your information is treated with the utmost confidentiality and is securely handled throughout the entire process.
If you still have questions please contact us at contact@equitymates.com
Our Advice Partners
Skye is on a mission to simplify insurance advice.
Skye is all about keeping it simple and straight to the point. No fancy jargon, no talking down, and definitely no pushing you into something you don’t need. They’re the experts at finding you just the right fit when it comes to personal insurance, and they’re pretty proud of it.
What makes Skye stand out? Their process. They know your time is precious, so they’ve made everything as smooth as possible, and yes, it’s all online. Getting to know you, matching you with the right insurance for your needs, and staying in touch to make sure you’re always covered—they do it all like they’re chatting with a mate. Expect a friendly, slightly blunt, and sales-fluff-free experience.
Our advisers bring more than 30 years of combined experience in the financial services industry to the table. They’ve got you covered!
Each adviser is supported by a ‘pod’ of four financial services professionals, laser-focused on bringing your advice journey to life as efficiently as possible.
Seneca Financial Solutions has established itself as one of Australia’s leading financial advisory and investment management firms, offering bespoke services tailored to entrepreneurs, successful retirees, ambitious professionals, and high-net-worth families. With a commitment to transparency, excellence, and a client-centric culture, the team at Seneca is dedicated to empowering clients to achieve their financial goals with confidence. In 2023, Seneca was one of only 10 firms to be recognized as a finalist for ‘Self Licensed Firm of the Year’ at the IFA Excellence Awards.
After successful careers at national and multinational institutions, John, Luke, and Victoria established Seneca in 2017 with a distinct goal of delivering unparalleled attention to detail and a deep understanding of each client’s unique needs and aspirations. By leveraging this holistic approach to financial planning and investment management, and through the consistent and disciplined implementation of our customized strategies, Seneca Financial Solutions has forged a reputation for its ability to optimize wealth accumulation, preservation, and legacy outcomes for clients.
At Bold Wealth, we plan for the things that are truly meaningful in life.
Through each financial journey, there are significant decisions, hurdles, and challenges to face. We are there to guide our clients through each of these as a companion, guide, and adviser, recognizing that it’s not just about the numbers, but also about the journey, maintaining relationships, and providing a seamless experience.
We take the time to understand your needs and circumstances and specialize in crafting a roadmap tailored to meet your financial goals and objectives. We believe in looking ahead, dreaming big, and building a plan that will last generations.
We are here to help you live a better life.
Be better, be well, be Bold.
