Equity Over Equality
Equitas Advisory Group delivers comprehensive financial and business
advisory services empowering enterprises with strategic insights for
sustainable growth and financial success.
Trusted by
Australia's leading enterprises, institutions, and values-driven
organisations. We deliver real measurable outcomes through ethical
frameworks and expert guidance that transforms.
Confidential consultations | ABN 34 690 439 528
Advisory Services
Equitas Advisory Group brings together multiple service lines under one trusted brand. From risk management to strategic investment, financial planning to business transformation, we deliver tailored solutions designed for your organisation's unique needs.
Enterprise resilience starts with understanding your risk landscape. Our team brings deep expertise in governance, risk, compliance, controls, and assurance frameworks, developed through work with Australia's leading financial institutions and professional advice enterprises.
Board governance frameworks, regulatory compliance programs, policy development, and audit coordination.
Risk identification, assessment, mitigation strategies, and operational resilience planning.
Control design and implementation, testing frameworks, and continuous improvement programs.
Independent assurance reviews, three lines of defense optimization, and risk reporting.
Strategic investment guidance designed to align with your values and financial objectives. We offer both conventional and ethical investment pathways, including Shariah-compliant options for organisations and individuals seeking values-aligned portfolios.
Asset allocation, diversification strategies, and long-term wealth management planning.
Shariah-compliant portfolios, ESG investing, and values-based investment frameworks.
Endowment management, charitable trust advisory, and institutional portfolio guidance.
Performance monitoring, risk assessment, and strategic rebalancing recommendations.
Comprehensive financial planning built on ethical principles and client-first advice. Our upcoming financial planning division will offer personalised strategies for wealth creation, protection, and intergenerational transfer; all grounded in transparency and long-term value creation together.
Tailored financial plans focused on sustainable wealth accumulation and financial security.
Superannuation strategies, pension planning, and retirement income optimisation.
Succession planning, wealth transfer strategies, and legacy structuring advice.
Tax-efficient investment structures and strategic financial planning for optimal outcomes.
Transform your organisation with strategic guidance that drives sustainable growth. From operational excellence to transformational change, we partner with leadership teams to navigate complexity and deliver measurable business outcomes.
Business strategy development, market analysis, and long-term roadmap creation.
Process optimisation, efficiency programs, and operational excellence initiatives.
Change management, digital transformation, and organizational restructuring.
Market expansion, M&A advisory, and scalable business model development.
Empowerment through education. We design and deliver financial literacy programs for organisations, community groups, and leadership teams; building capability that drives long-term financial wellbeing and informed decision-making.
Employee financial wellness workshops, superannuation education, and money management training.
Tailored programs for community organisations, charities, and values-driven groups.
Executive financial literacy, board member education, and governance training.
Bespoke financial education programs designed for your organisation's specific needs.
We're long-term strategic partners invested in your success. Our partnership-first approach means we're accountable for outcomes, not just deliverables.
Discover Our PhilosophyOur Philosophy
No two organisations need the same solution. We provide each client with what they specifically need to succeed through measured outcomes, ethical frameworks, and strategic guidance that reflects your unique context.
This is the foundation of our advisory approach: understanding your challenges deeply, designing solutions precisely, and delivering results that matter. We don't believe in templated consulting; we believe in partnership, accountability, and genuine value creation.
Solutions designed around your specific needs, not generic frameworks.
We prioritise integrity, including Shariah-compliant investment options when relevant.
We focus on results that matter - growth, resilience, and sustainable value.
About Equitas
Our philosophy challenges the one-size-fits-all approach to advisory services. True success comes from understanding your unique context and delivering solutions designed specifically for you.
Equality means giving everyone the same thing. Equity means giving each client what they specifically need to succeed. We design solutions around your unique challenges, not generic templates.
We're not transactional consultants who deliver reports and disappear. We're strategic partners who remain invested in your long-term success and accountable for measurable outcomes.
Ethics aren't optional - they are fundamental. From Shariah-aware investment options to transparent fee structures, we prioritise integrity in every engagement and recommendation.
Boards, executives, CFOs, and risk leaders seeking strategic advisory and governance expertise.
Not-for-profits, endowments, educational institutions, and purpose-driven organisations.
Islamic institutions, and organisations seeking Shariah-compliant advisory services.
Organisations navigating transformation, expansion, or strategic repositioning.
We invest time understanding your organisation's context, challenges, culture, and objectives before proposing solutions.
Every solution is custom-built for your needs, not adapted from generic frameworks, checklists or recycled presentations.
We work alongside your team, building capability and driving implementation. We are invested in your success.
We define clear success metrics and remain accountable for delivering tangible, sustainable results.
We respect your organisational values and offer ethical pathways including Shariah-compliant options when relevant.
Our advisors bring decades of combined experience from Deloitte, Westpac, Commonwealth Bank, Macquarie Group and other leading institutions.
All engagements are conducted with the highest standards of confidentiality, professionalism, and discretion.
Trusted Experience
Our team has delivered strategic outcomes across top-tier enterprises, institutions, and values-driven organisations throughout Australia.
Westpac Group
Macquarie Group
Commonwealth Bank of Australia
Resolution Life Australasia
Deloitte
Protiviti
UNSW
IBM
Awqaf Australia
Transgrid
Brookfield Multiplex
Resimac
Strandbags
Servcorp
Prospa Advance
Join Australia's most respected organisations in receiving strategic guidance that delivers measurable outcomes.
Whether you're navigating risk, planning for growth or financial success, seeking ethical investment guidance or financial literacy programs, Equitas Advisory Group is here to provide the tailored solutions you need.
All consultations are confidential | Professional advisory since day one
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