Investment Products & Services

Achieve your investment goals with personalised advice and a comprehensive range of services.

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Stockbroking

Gain access to shares listed on the ASX and selected global exchanges as well as personalised investment advice.

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Options and Warrants

Our accredited advisers can advise and assist you with trading options.

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IPOs and Share Offers

New investment opportunities are regularly made available to our clients. View our latest offers.

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Margin Lending

Borrowing to invest can be an effective long-term strategy for wealth creation as long as you understand the risks.

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Wealth+ Managed Portfolio Service

Would you like more time to focus on your investment decisions rather than the cumbersome paperwork?

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Fixed Interest

Our advisers are able to offer cash investment options for inclusion in your broader investment strategy.

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Self-Managed Super Funds

Our SMSF services include advice, setup, rollovers, investments, administration and compliance.

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Financial Planning

We can implement strategies that help you create and manage your wealth, regardless of your stage in life.

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Personal Insurance

It is important to ensure you have adequate cover to protect you and your family and we can help you organise this.

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Tax Planning

Our advisers will present you with opportunities to improve the tax effectiveness of your investments where possible.

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Superannuation Advice

We can help you create a superannuation strategy to suit you and take advantage of the tax concessions available.

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Retirement and Estate Planning

If you are planning your retirement, we can provide advice on the right strategies to maximise your income and protect your capital.

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Personal Loans

Looking to Purchase a Car, Boat or just need extra cash we can help.

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Commercial Lending

All types of Commercial Lending available.

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Strategic Advice

Our team of Private Client Advisers will work closely with you to custom-design strategic advice that’s unique to you.

Equitibanx Client Benefits

At the core of our business is our team of Private Client Advisers who work with our clients to understand their financial situation and investment objectives before they invest, and offer advice on a range of direct investments including Australian shares, international shares, listed managed funds, warrants and futures (from accredited derivatives specialists) and interest rate products.

Productive Meeting of Business Partners

Personalised advice on a range of investments from an experienced adviser.

Access to highly rated research on the top ASX listed stocks as well as coverage of an array of mid-cap, small and emerging companies.

A wide range of corporate offerings such as IPOs, capital raisings and placements available through our corporate finance activities.

An extensive range of products and services such as international shares, lending, cash and portfolio administration

Contact Us

Get In Touch To Find Out How Equitibanx Can Help With Your Investment Strategy