EQ Investors

EQ Investors (EQ) is a chartered financial planning and employee benefits firm. We offer a full range of life planning and financial advisory services for individuals, families, trustees, attorneys, directors and business owners.

We are a Certified B Corporation – the international standard for companies committed to meeting the highest standards of social and environmental performance, transparency and accountability.

We are also an employee-owned business. Our long-term plan is to remain majority staff-owned, ensuring that our commercial interests remain fully aligned with those of our clients.

Our approach:

‘EQ’ stands for emotional quotient – a measure of our ability to recognise other’s emotions. Our aim is to help you plan for your future by getting to know you and what you care about most, so we’ll start by listening.

A financial plan is there to give you confidence in your future. As planners we’ll work with you to make sure that your finances are set up to support your life choices.

Everyone is different so we offer a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes.