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As support to our program of seminars and workshops, EQUIS has created some simple models to help you to understand your own financial situation and to maximise your wealth.

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  • EQUIS Investment Planner

    EQUIS Investment Planner
    • Price
      $0.00
    • Items
      Seats

    Preview

    EQUIS Investment Planner
    EQUIS Investment Planner
    EQUIS Investment Planner

    Select a Workshop

    Location:



    Time:



    Date:


    Our Savings and Investment Planner will help you to analyse your investments in terms of asset class mix, and to see the impact of a change in your rate of return, or your saving rate. It can also be useful in your financial goal-setting by enabling you to see what is required now to achieve a particular result in a given timeframe.  

    EQUIS tools are:
    • Easy to use Excel based spreadsheets with great charts and graphs for easy reporting
    • Require no software to load or set up
    • Easy to download and should take less than 20 seconds

    Overview

    Our Savings and Investment Planner will help you to analyse your investments in terms of asset class mix, and to see the impact of a change in your rate of return, or your saving rate. It can also be useful in your financial goal-setting by enabling you to see what is required now to achieve a particular result in a given timeframe.  

    EQUIS tools are:
    • Easy to use Excel based spreadsheets with great charts and graphs for easy reporting
    • Require no software to load or set up
    • Easy to download and should take less than 20 seconds

    Video Introduction

    Select a date and click "Register Now" to attend.

Went to an amazing seminar last night called Living Smart - The Things You Need To Know About Money. If you want financial education that is unbiased with no product pushing you have to go one of these seminars. The seminars are run by Equis Group and if you seriously want to start sorting out your finances and look at making your money work, no ma..more
- Matthew Moon, Sunshine Coast