Investment Products & Services
Achieve your investment goals with personalised advice and a comprehensive range of services.
Gain access to shares listed on the ASX and selected global exchanges as well as personalised investment advice.
Options and Warrants
Our accredited advisers can advise and assist you with trading options.
IPOs and Share Offers
New investment opportunities are regularly made available to our clients. View our latest offers.
Borrowing to invest can be an effective long-term strategy for wealth creation as long as you understand the risks.
Wealth+ Managed Portfolio Service
Would you like more time to focus on your investment decisions rather than the cumbersome paperwork?
Our advisers are able to offer cash investment options for inclusion in your broader investment strategy.
Self-Managed Super Funds
Our SMSF services include advice, setup, rollovers, investments, administration and compliance.
We can implement strategies that help you create and manage your wealth, regardless of your stage in life.
It is important to ensure you have adequate cover to protect you and your family and we can help you organise this.
Our advisers will present you with opportunities to improve the tax effectiveness of your investments where possible.
We can help you create a superannuation strategy to suit you and take advantage of the tax concessions available.
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.
Looking to Purchase a Car, Boat or just need extra cash we can help.
All types of Commercial Lending available.
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.
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