Equanimity Financial Services is a privately owned practice that specialises in providing holistic financial advice to small business owners in the healthcare and medical professions on Sydney’s Northern Beaches.
The business was born out of the frustration of seeing Financial Planning practices overcharging and underdelivering. We are privately owned, leverage new technology and place our clients at the heart of everything we do. With approximately 40% of Australian’s ‘financially stressed’, we believe everyone should be treated and respected as a unique individual and we live by the values of accountability, honesty and transparency.
The areas of advice that we specialise in are:
- Budgeting and cash flow management
- Portfolio management & Regular investments
- Superannuation and Retirement Planning
- Self-Managed Superannuation Funds
- Personal and Business Insurances
- Estate Planning
The practice’s Principal Adviser, Alex Galvin, is a Certified Financial Planner and holds a bachelors of Commerce-Marketing & a Masters of Financial Planning. So whether you’re starting out, sorting out, branching out or getting out…we’re here to help you to get money smart, grow your business and get the good life.