Financial Planners, Meet Equilibrium by Momentum

At Equilibrium, we bring improved balance into your financial advice practice.

As an independent discretionary fund manager (DFM), we enable you to do what really matters – spending more time with your clients and building your business. Our purpose is to create a sustainable investment proposition built with your clients’ objectives in mind.

Our unique advice-led model portfolios are designed to be efficient and optimised through market cycles, so your clients stay invested and achieve their investment goals. Because partnering with you to enable your advice outcomes, is our business.

We know you and your clients are unique, and investing is personal, that’s why we offer purposefully-built solutions capable of achieving particular and defined investment outcomes.

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