Friendly, informative, great communication, trustworthy and down to earth staff.
— Neil D
Verified review (2338340)
Review left 8 months ago
This review was collected via QR code.
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?
Same before.
When does your feedback relate to?
November 2025
Annual Review
Excellent service. They were very supportive in guiding me through my financial situation, despite often feeling like I have little financial knowledge or confidence. Subsequently, I have learnt a lot and am a lot less worried about making financial decisions.
Holistic view of finances, enabling me to consider other aspects of my life and my goals for the future.
— Anonymous
Verified review (2338336)
Review left 8 months ago
This review was collected via QR code.
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?
Personally kept a more up to date overview of my financial situation and had a greater understanding. Updated key documents such as my will and the beneficiaries for my other assets. Have been able to have conversations with family members/others with a greater understanding and confidence.
When does your feedback relate to?
November 2025
Friendly, professional, and careful
As always, it was friendly, professional, and carefully prepared to be detailed but appropriate to our situation and needs.
— John S
Verified review (2328991)
Review left 8 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?
As our circumstances have changed very little over the last year we have done very little differently, but with confidence
When does your feedback relate to?
November 2025
Always very helpful
Walking into the building also friendly staff. I feel very at ease with Ben. He explains things in a way I understand.
Always very helpful.
— Ann C
Verified review (2328979)
Review left 8 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?
Helped my daughters very much so, I have had the confidence to spend more money. Also I would like to add. Always get coffee and cake, biscuits which is a added bonus and a Equilibrium pen
When does your feedback relate to?
2025
Excellent results
Understandable, concise, well delivered, provides confidence, Excellent results
— Anonymous
Verified review (2336626)
Review left 8 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?
Confident in knowing we have the finances to keep living our lives as we want to
When does your feedback relate to?
2024/25
Good sound advice
Good sound advice, clearly explained
— Sarah D
Verified review (2336564)
Review left 8 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?
Taken more interest in finances. Increased amount of money invested
When does your feedback relate to?
November 2025
Advice explained well
Advice, explained well, communications good.
— Anonymous
Verified review (2336586)
Review left 8 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?
Financial infor that can be relayed on. A forward plan. Thank you.
When does your feedback relate to?
November 2025
Informative and easy
Update on my finances is always informative and easy to understand
— Mark B
Verified review (2336611)
Review left 8 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?
On going reassurance that my income is safe and consistently performing
When does your feedback relate to?
November 2025
Prompt response
Prompt response, accessible
— Adrian F
Verified review (2336557)
Review left 8 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?
-
When does your feedback relate to?
Sept/Oct/Nov 2025
Don't have to worry
I don't have to worry as I know Equilibrium are going to take good care of my financial affairs
— Joanne H
Verified review (2336553)
Review left 8 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?
Following the passing of my Husband, Equilibrium have been really kind, and helpful, offering advice when I have been going through a very difficult time. It has been one less thing for me to worry about
When does your feedback relate to?
May 24 - On going 2024 - 2025
Trusted Service over many years
We have found the service with Equilibrium to be thorough and trusted over many years. Their performance has exceeded expectations
— Dani N
Verified review (2333164)
Review left 8 months ago
This review was collected via QR code.
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?
Become more tax efficient
When does your feedback relate to?
2015- present
Very professional
Very professional & sound advice from a company we trust!
— Tony A
Verified review (2330280)
Review left 8 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?
spend & enjoy life to the full knowing our investments are in safe hands
When does your feedback relate to?
November 2025
Clarity
Clarity of thought and presentation
— Anonymous
Verified review (2330265)
Review left 8 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?
Nothing following the established profit
When does your feedback relate to?
november 2025
Clear information
Clear information is given. David and Steve McNicholas are well-versed in the financial issues and tools for them
— Anonymous
Verified review (2330255)
Review left 8 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?
Enjoyed three holidays during 2025
When does your feedback relate to?
Nov 2025
Friendly, interested, ready to listen
Friendly, interested, ready to listen. Gave the longer term financial plan
— Keith H
Verified review (2330251)
Review left 8 months ago
This review was collected via online systems.
Who was your adviser?
Tim Latham
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?
had more financial confidence in my future
When does your feedback relate to?
2025
Good returns
Good returns this year, but mainly happy because of the consistent approach with investments made. A clear plan, well communicated, in a friendly manner. I have a good idea of the plan for the coming two years.
— Anonymous
Verified review (2330241)
Review left 8 months ago
This review was collected via online systems.
Who was your adviser?
Tim Latham
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?
Felt more relaxed about my financial situation. So have been a little freer with my spending
When does your feedback relate to?
November 2025
Good communication
Information and advice was well communicated
— Anonymous
Verified review (2330236)
Review left 8 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?
Supported family
When does your feedback relate to?
November 2025
Equilibrium
Willingness to constructively discuss a wide range of relevant issues beyond simply those directly associated with our investments.
— Chris F
Verified review (2330232)
Review left 8 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?
Reviewed our overall financial position and appropriateness of current locations of out savings and investments
When does your feedback relate to?
Nov 2025
Friendliness
Friendliness and knowledge of your situation
— Ben J
Verified review (2330225)
Review left 8 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?
Given more money to children
When does your feedback relate to?
November 2025
Always explains everything
It is always so personal to us. We are not very clued up when it comes to investments. Andy always explains everything in simple terms so we fully understand where and how our money is being managed.
— Anonymous
Verified review (2330223)
Review left 8 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?
Had more confidence to spend money and complete projects in our home. Help our children as they move into university
