There is a definite sense of "the personal touch" from the moment you walk through the door. Meetings and presentations are clearly well researched, and presented in an excellent, clear way. The continuity and approach to forward planning instil confidence and trust
— Jean M
Verified review (2390508)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Please choose here
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Retired from work with forward confidence and accept Eq advice that we should wait a couple of years before making any significant gifts to family
When does your feedback relate to?
2026
Efficient
Well prepared and efficient
— Dee L
Verified review (2390496)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Please choose here
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Helped the Grandchildren buy their own houses
When does your feedback relate to?
2026
Friendly staff
Friendly staff
Access to EQ specialist advice eq, tax, and intergenerational planning
Personalised investment to my needs
— Rajiv D
Verified review (2390478)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Andy Baker
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
As a retiree, I depend on income from : pensions, saving's interest & dividends. EQ has helped me with the mix. EQ is in the process of mitigating the negative impact of some of the changes announced in the November budget
When does your feedback relate to?
Excellent
It is always excellent. I now expect it as a matter of course
— Andrew R
Verified review (2390465)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Nothing other than maintained confidence in their ability to assist us to manage
When does your feedback relate to?
Lovely
I always feel a little nervous attending my meeting, as Steve used to deal with these mainly. David & Lisa are lovely, make me feel at ease & happy to explain things in more detail if needed.
— Julie A
Verified review (2390456)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
David McKendrick
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
The masterclasses are excellent, easy to follow + helps make changes that are important. Also the annual personal meetings, help you plan
When does your feedback relate to?
Knowledgeable
Knowledgeable, professional, helpful - as always
— Martin E
Verified review (2390446)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
I was able to help a friend who needed help to get over a financial crisis. Help with Helens, mothers' estate.
When does your feedback relate to?
Equilibrium
- Focus on Horizon planning
- Options available for future generations
- Mind concentrator on spending, etc
— Sam S
Verified review (2390436)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
David McKendrick
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Not much!!
When does your feedback relate to?
2026
In tune
Totally 'in tune' with our aims & objectives.
They always demonstrate a knowledge of our lifestyle & holiday plans
— Martin A
Verified review (2390429)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Relaxed more in the knowledge that we are in a strong financial position to go ahead with our latest house move plans
When does your feedback relate to?
2026
Equilibrium
My investments are managed according to our discussions, and I am regularly contacted when changes are considered to be approriate and the reason for the change is explained so that I can make an educated decision. Jason and other staff are always ready to answer my questions and act as needed
— David L
Verified review (2390539)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
I have been giving cash gifts to family after advice from Jason on protecting wealth from IHT as far as is possible.
When does your feedback relate to?
Clarity of advice
Clarity of advice; understanding of our position and objectives
— Peter B
Verified review (2390531)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Confidence has increased in how our financial future is being managed
When does your feedback relate to?
2026
Focused
Ben & Luna were focused on our needs and wishes
— Noel R
Verified review (2383513)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
We have distributed more to our family
When does your feedback relate to?
2026
Friendly approach
Friendly approach, listens to concerns/ issues, provides good advice/solutions when needed.
— Anonymous
Verified review (2383489)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
David McKendrick
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Helped family members (holidays, meals out), and taken extra tmps at home and abroad
When does your feedback relate to?
2026
Helpful
Willingness to explain things to us. They have offered a range of solutions for our consideration a number of times. Ben was helpful in terms of consulting with a family member at one stage.
— Anonymous
Verified review (2383379)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
More recently Ben advised us on hoe to best to help my son's family with their planned home improvements.
When does your feedback relate to?
2026
Excellent
My objectives are understood and vigorously supported. Excellent, they're with taxation advice. Support and advice extended to my children and grandchildren
— Anonymous
Verified review (2383370)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Good management of my IHT obligation. Help for my family.
When does your feedback relate to?
2013-2026
Expertise and assistance
Expertise and assistance with investment decisions, settlement and miles-generational wealth planning. Increased peace of mind as a result.
— Anonymous
Verified review (2383344)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Proactively thinking about how to help my children and immediate family with financial planning as circumstances evolve
When does your feedback relate to?
2025
Patient
Patient & personable
— Peter B
Verified review (2383338)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Paul Farrugia
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Post annual portfolio return well ahead of annual meeting: (I prefer not to have to print the copy sen electronically)
When does your feedback relate to?
2026
Excellent advice
Excellent advice and management of our portfolio
— Richard H
Verified review (2383335)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Helped family and planed for the future
When does your feedback relate to?
2026
Knows his subject
Ben gives off the vibe of someone who knows his subject thoroughly and shares that knowledge in a most pleasant manner, even when reminding me that I haven't done the 'homework' he gave me at the last appointment.
— Danny H
Verified review (2383332)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Ben Harrison
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Nothing (sorry!)
When does your feedback relate to?
2026
Knowledge and understanding
Your knowledge and understanding of our financial position
— Bob S
Verified review (2383495)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
Paul Farrugia
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Peanning with knowledge of our financial position going forward. Paul has a thorough knowledge of our personal and family position
When does your feedback relate to?
2026
Friendly
Friendly, welcoming, empathetic, personal.
— Anonymous
Verified review (2383348)
Review left 5 months ago
This review was collected via online systems.
Who was your adviser?
David McKendrick
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Help +plan for my family. Get a better handle on my finances. Greater clarity regarding my financial future
