We transform how financial advisers scale their business for extraordinary growth.

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What We Do

Aequitas Investment Partners enables financial advisers and dealer groups to streamline processes, accelerate growth, and deepen client relationships—through bespoke investment strategies and robust governance that drive lasting value.

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Our Services

Investment solutions that transform advice businesses.

Our comprehensive suite of investment services is designed with one goal in mind: to transform how leading financial advisers and dealer groups scale their business.

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Investment
Consulting

Expert support to enhance your investment advice with insight from licensee management experience.

Portfolio Analysis
& Review

Data-driven analysis tools show portfolio improvements and client benefits with clear evidence.

Bespoke
Research

Independent, unbiased research focused on strategies that deliver genuine client value.

Managed Account Solutions

Institutional-grade, risk-adjusted managed accounts tailored to your clients' goals.

Implementation & Project Management

End-to-end managed account setup with minimal disruption and maximum efficiency.

Investment Governance

Support for transparent, accountable, and robust investment decision-making processes.

Performance Reporting

Clear, regular reports that explain returns and build client understanding and trust.

Our Technology

Institutional-grade analysis platforms for adviser excellence.

Our proprietary technology platforms, developed in-house by our Investment team, represent the culmination of decades of investment experience and advanced quantitative expertise.

Aequilibrium™

Our Aequilibrium™ platform goes beyond standard portfolio tools by providing a comprehensive framework to evaluate, compare, and optimise client investments with institutional precision.

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Altum

Our Altum software combines advanced quantitative modelling with comprehensive market analysis to drive superior investment decision-making through deep, multi-layered insights.

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Start scaling your advice business today.

Enhance efficiency and elevate your client experience by leveraging Aequitas' institutional-grade technology and managed account expertise.
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By the numbers

8bn+
Our experienced team advises on managing and growing over $8 billion across our clients' portfolios.
100+
We are a group of leaders and experts from the financial services industry with over 100 years of collective experience.
15+
A well-established team dynamic over 15 years that translates into efficiency and exceptional client service.
100%
Aequitas is 100% independent and fully staff-owned firm that provides unbiased expertise to all our partners.

Who we are

Strategic investment experts with a legacy of excellence.

With decades of expertise and 15 years of working together, Aequitas’ team delivers strategies that provide advice businesses with the strategic edge to lead in their field.
Meet Our Team
Who we are
BG, 
Partner
"Aequitas' team is genuine and engaging. We were really impressed with their implementation and onboarding.”
CM
, Private Wealth Manager
“I don't have to worry about the investment piece. Thanks to Aequitas, I can sleep at night knowing our clients' investment solutions are being looked after.”
RE
, Partner
“Aequitas has provided a massive amount of value and revolutionised our client offering.”

Insights

Daily investment updates directly from our Chief Investment Officers.

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28 Aug 2026

Global macro

Stocks vs bonds We are having lots of conversations about the bond market sell-off, and the dangerous of duration, at the moment. Something we think that's worth keeping in mind is the below graph, that's done the rounds on the…
27 Aug 2026

Global macro

Aus spending JBH (JB Hi-Fi) did table some fairly weak looking LFL, as did TPW (Temple and Webster). But the household spending data continues to give us comfort that the wheels are not flying off the Aussie consumer in aggregate…
27 Aug 2026

Stocks

WOR Worley (big engineering firm) has been beset by issues in the Middle-East (project delays, disruptions associated with the war) and with a challenging environment in Chemicals. Also, high interest rates do tend to weigh on big projects (hard to…
26 Aug 2026

Global macro

Aus inflation Aus inflation prints still moving in the wrong direction. 3.6% on the trimmed monthly series. The impact on the market was broadly consistent with a tightening shock, risky assets lower, long duration property lower, AUD and rates both…

Are you wanting to scale your advice practice?

Join the leading advisers and dealer groups who have revolutionised their client offering and operational efficiency through Aequitas' tailored investment solutions and managed account expertise.
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