DEPOSIT
Our stipulated goals are to make our customers feel secured.
Our approach establishes your specific goals and objectives that are individual to you. This enables us to draw up a financial plan focused on achieving those aims. Working with you throughout the advice process ensures we are able to truly understand your needs and wants, giving us the ability to construct a firm well-defined financial plan. We can use cashflow modelling techniques to demonstrate your potential future lifestyle.
You may already have financial plans which need reviewing. Equity-gain are more than happy to go through your existing arrangements with you to help you understand how effectively these are working towards your existing and new objectives. These objectives will not be set in stone and will be regularly reviewed to incorporate any changes in your circumstances.
Our job is to eliminate as much of that uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.
By working through a series of logical steps, we will help you gain a better understanding of the options available, and working together, we can devise and implement a suitable financial plan to target your goals.
Our main role is to work with our clients to help them with life’s important financial questions.
We believe that the success of any business is based upon honesty and openness. At Equity-gain we are looking to build long standing relationships with our clients and this can be demonstrated by the fact that many of our clients have been clients for decades and have also had the confidence to recommend us to their friends and family when they have required financial advice.
Professional financial advice can add significant value to individuals and businesses. It is because of this that we provide a comprehensive ongoing review service designed to create real value for our clients.
As your partner in building wealth and security, we focus on ways that we can help you to live the life you want to live. By engaging Equity-gain you assure yourselves of regular financial checkups and access to new ideas brought to you by the Equity-gain team.
Our team of professionals at Equity-gain will provide you with the advice needed to ensure your investments are working to your best advantage. We use numerous external research companies who provide us with the investment analysis which we require.
If you already have financial plans in place but need further investment advice, a meeting can be arranged to receive professional advice and information from one of our advisors. Some of our clients already have sufficient financial plans in place but need advice regarding their existing investment choices. We are happy to offer advice to clients in this position. We believe our ongoing service is as important as our initial advice. We believe asset allocation is the best way for investors to diversify and gain from investing money. As nobody knows how markets will perform in the short term, it is incredibly important to ensure you hold a sufficiently wide range of assets to benefit from the capital growth opportunities for the long term. By using an asset allocation model we can determine the funds and sectors to be used for you, dependent upon your attitude to risk.
Our approach to working with you is long term. This is the best approach to investment management, which means Equity-gain are able to invest for growth, income or a mix of the two.
We're proud of the work we do and our staff teams work hard to deliver services that make a big difference to the lives of the people we support. No-one is perfect, but we do get a lot of positive comments from people who use our services. Here is a sample of what they have said about us.
At Equity-gain, our employees are taken care of with great salary, referral bonus,awesome benefits and high-quality training no matter what your position is. Check it out for yourself!
Just because we're a Special Financial Institutions , doesn't mean we're all business. Besides competitive benefits and career development opportunities, here are some additional perks you can expect at Equity-gain; Monthly team lunches covered by the management provides employees the opportunity to foster relationships outside of work; An annual tank contest allows team members to voice their ideas to help create real change within the organization. We also host annual fundraising events such as trivia & game night, upscale holiday & summer parties and plenty of opportunities for community outreach.