Financial Planning
We take a truly holistic approach to financial planning including your accountant, solicitors, finance and insurance brokers amongst others to provide an end-to-end financial planning solution tailored to your specific future goals.
Our collaborative delivers superior outcomes. Your long-term financial success is our priority.
Who we help:
- Ambitious Accumulators – focused on building wealth
You’re driven to grow your wealth, but are you making the most of every opportunity? Do you have a clear plan to get there?
- Delegators & Financial-Phobics – time-poor and seeking guidance
You prefer to have someone you trust take care of the details. But are your finances organised? Do you have the right protection and wealth strategies in place?
- High Achievers – aiming to maximise potential
You work hard and have big financial goals. Are you leveraging your assets and optimising your ability to save?
- Pre-Retirees & Retirees – ready for clarity and confidence
You want certainty about your financial future. Do you feel confident you’re making the right choices now and for the years ahead?
Why choose EQ8?
- Strategic Focus
Will you get what you want? The strategic plan will answer complicated questions and show you what is possible.
- Investment Philosophy
Equipped with an investment philosophy that is world class and provides confidence and clarity.
- Client Focused
EQ8 is privately owned and has no affiliations with product providers. Our focus is helping our clients achieve their goals.
- Trusted Professional Network
Get access to insights and perspectives of 20 years in the profession.
Our Financial Planning Team
Our financial planning team brings over 20 years of experience in guiding clients toward their goals. Leading the way is Senior Financial Planner Paul Scaturchio, who combines expert knowledge with a genuine passion for helping people achieve clarity and confidence in their financial future