When was the last time you had your finances checked by a professional?

Your professional
wealth managers

EQC Wealth Management offers a holistic financial management solution to leverage and secure your finances.

  • First time and experienced investor guidance
  • Retirement planning
  • Self Managed Super Funds
  • Lending, refinance & investments

 

Book a financial evaluation

About EQC Wealth Management

EQC are a team of financial consultants. We analyse our clients' finances to then enhance their financial situation through our holistic financial services.

About our CEO

Keith Knights is the vision, energy and inspiration behind EQC Wealth Management. With more than 30 years in the Finance and Real Estate industries as a Financial Planner, Real Estate Agent, Mortgage Broker and Insurance Broker, Keith has earned the admiration and dedication of his staff and clients around Australia. During this time, he has seen many booms and many busts, exactly the reason why his flair for business and his determination to go the extra mile, defined the company’s mission of helping people get over everyday life obstacles.

Keith defined EQC Wealth Management’s culture as an organisation focused not only on understanding our clients’ personal financial needs, but also focused on walking hand in hand with them whilst using encouragement to help them achieve peace, balance and security along the road to financial independence.

Message from the CEO

“I am excited to share with you the recent upgrade of amazing services we are providing here at EQC Wealth Management. These improvements will demonstrate our commitment to you in maintaining the highest level of professional and personal service. What defines us, is  in the following statement we are not truly wealthy until we possess something money can’t buy” we look forward to reaching your goals together.”
Keith Knights, CEO

Our services

  • Retirement planning & SMSF
    Retirement planning & SMSF

    If you are looking to retire we can help you set up a retirement plan that is going to make sure you have a comfortable retirement.

    If you are looking to set up a SMSF with the money that is currently in your super fund, we are going to be able to show ways how you can do that.

  • Financial strategies
    Financial strategies

    We come to you wherever you are and analyse your current financial situation and tailor the right service that will help suit your needs. All from the comfort of your own home.

     

  • Lending, Refinancing and Investment
    Lending, Refinancing and Investment

    By analysing and tailoring the most beneficial financial structure for you, our team is able to navigate the complex paperwork and bank policies involved.

     

  • Financial guidance & Monitoring
    Financial guidance & Monitoring

    We appoint you with your very own Relationship Manager who will personally guide and assist you with any queries, concerns or questions you may have. Get ahead financially by staying on track with our professional guidance.

How we can help

Tell us about yourself and we will show you what we can do to help you achieve your goals.

  • I have a home loan

    I have a home loan and one or more investment properties

    I have a home loan but I don't have any investment properties

    Home loan elimination

    Pay off your home loan faster

    These are some of the services we can provide:
    – Money Management
    – Record keeping for investment property
    – Further Investment opportunities
    – Home loan refinance
    – Collate financial information for your accountant
    – Debt consolidation
    – How to set achievable goals

    Home loan elimination

    Pay off your home loan faster

    These are some of the services we can provide:
    – Money Management
    – Home loan refinance
    – Investment opportunities
    – Debt consolidation
    – How to set achievable goals

  • I’m renting

    I am renting and have one or more investment properties

    I am renting and I don't have any investment properties

    Lending, Refinancing and Investment

    Enhance your investment portfolio

    These are some of the services we can provide:
    – Money Management
    – Collate financial information for your accountant
    – Further Investment opportunities
    – Debt consolidation
    – How to set achievable goals

    Financial guidance & Monitoring

    Set the foundations for a solid financial future

    These are some of the services we can provide:
    – Money Management
    – Future Investment opportunities
    – Debt consolidation
    – How to set achievable goals
    – Get the most out of your current situation

  • I paid off my home loan
    (I own my home)

    I own my home and have one or more investment properties

    I own my home but I don't have any investment properties

    Lending, Refinancing and Investment

    Enhance your investment portfolio

    These are some of the services we can provide:
    – Money Management
    – Collate financial information for your accountant
    – Further Investment opportunities
    – Debt consolidation
    – How to set achievable goals

    Financial guidance & Monitoring

    Set the foundations for a solid financial future

    These are some of the services we can provide:
    – Money Management
    – Future Investment opportunities
    – Debt consolidation
    – How to set achievable goals
    – Get the most out of your current situation

Hear from our clients

Results speak for themselves. By getting a professional financial solution our clients have been able to leverage their financial resources and make the most out of their financial situation.

  • I first saw an ad for EQC in a Qantas magazine and was sceptical. I called and explained I would like to know more but would not be in a position to do much for 6 months. The staff respected that and called me back at the six month mark as requested. There was never a hard sell and everything was always explained in as much detail, or as simply as I required. To date we have been more than happy with all the staff, their support and feedback. They are always happy to answer any of my questions, no matter how trivial or how many times I ask the same one :-)
    I would highly recommend anyone taking the time to listen to what they have to say and can do for you. It is great to have a team that can cover every aspect of investing in property, and the biggest part is to have someone to be accountable to for your finances, to keep you on track with your goals. The team will find you a property, organise all your loans, solicitors, legals and basically take care of every detail. On top of that, they are also your financial advisor, mentor, and big brother/sister. You can't go wrong by at least hearing what they have to say. Highly rated in my book!
    Jason
    Canberra
  • We would never be where we are financially now if it wasn’t for the amazing team at EQC. Not only are we about one year away from paying off our residential home (which we built in 2010, mind you!) but we are very close to purchasing our third investment property. All this while we are growing our family and not skimping on our budget. We are simply being smart about how we spend.
    Craig & Dani
    Queensland
  • EQC assisted us in purchasing our first investment property as well as our first home. The team helped us through this process by monitoring, advising on financial matters and supporting us even with all of the questions that arise when buying your first home.
    The team are always willing to help, provide us with swift answers to our questions and go above and beyond. This made buying our first home and investment property trouble free and a pleasure.

    Thank you EQC.
    Josh & Pen
    New South Wales
  • We signed on with EQC in 2014, purchasing our first investment property. They made the process easy and there was no stress as they had everything under control. We never had to chase anything and we were kept informed at every step of the way.

    The Client Services team look after us by ensuring that we remain on track each quarter thereby owning our home sooner. The team are amazing and always prepared to help in any way they can. We couldn’t be happier with the service we have received.
    Robert & Melinda
    New South Wales
  • I signed up with EQC in mid 2014 and I honestly cannot believe the progress I have made in paying off my home loan. Truth be told, I have paid off more in 12 months than I had done in 6 years of prior ownership. The experience has been brilliant! Every single thing they have said would happen has happened and continues to happen. I feel two things overwhelmingly:

    1. So, so, so blessed to have approached EQC and entrusted them to propel me towards my wealth creation goals and;

    2. Like a complete fool for not signing up sooner!!!
    Ben
    New South Wales
  • Two years ago, Jez and I realised we had just over a decade to set ourselves up for retirement and a positive future. Luckily for us we came across EQC in a Qantas magazine and decided to give them a call to see if they could help us achieve our goals. They could and have, with our biggest regret being that we did not discover them earlier.
    EQC have become a huge and wonderful part of our lives and together we are setting up for a retirement plan we look forward to embracing. With their guidance and help, we have progressed further financially in 2 years than we had in the previous 20. We cannot recommend Keith and his wonderful team highly enough. Thank you!
    Vic & Jez
    Western Australia
  • Thank you EQC for giving me my start into the property market. The team at EQC are friendly, kind and helpful. EQC have helped and guided me in the right direction towards getting my own investment properties. I hope to use the foundation I have created to buy my own house and have it paid off in the minimum amount of time. I look forward to the future and continuing my journey with EQC.
    Daniel
    New South Wales

Defining a financial strategy

Setting a financial strategy is a serious and complex task that requires analysis and planning to assess our client’s financial situation in the most accurate way.  Our process incorporates a face to face consultation to get started.

1. Financial evaluation

During our booking stage we analyse our client’s financial situation to make the most out of the first appointment with our consultants.

2. Booking of consultation

After the initial financial evaluation is complete we then set a day and a time for you to meet with our Wealth Management Consultants. For the comfort of our clients, this consultation takes place at our client’s home.

3. The consultation

During the first consultation our Wealth Management Consultant analyse our clients’ current financial situation in detail and evaluate possible financial strategies that could be applied.

4. Becoming our client

After the first consultation has finished we will be able to build a personalised financial structure that can be set once becoming our client.

After this, our clients are assigned to their personal Relationship Manager that will take care of any requirements and questions related to our services.

Articles and news

Do you want to learn more about finances? Read our blog for interesting articles and news.
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