We are about human collaboration that brings an expert team into your financial advice practice.
We build a long-term relationship with you so you can build a long-term relationship with your clients.
We create operational efficiencies, saving you time and money to focus on your clients.
Outsourcing your investment management to us means you remove the investment compliance risk from your practice.
Our seasoned team brings more than 100 years of investment industry experience to your practice.
Our client-centric approach assesses every investment opportunity in terms of added value to deliver on your clients’ goals.
Being part of the Momentum Metropolitan Group gives you the backing of a big balance sheet.
When you partner with us as your DFM, you can rest assured knowing that you have a specialist looking after your investments.
We have track record of constructing robust and compliant portfolio solutions to meet client investment goals.
Enhance your practice with our specialist skills and let us map out the safest journey to investment success.
Our advice-led portfolios are designed to be efficient and optimised through market cycles.
Focus your energy where it belongs and reclaim your precious time. That’s the power of balance.
Equilibrium becomes not only your practice’s investment management team, but also an extension of your practice.
We align various administrative processes leading to operational efficiencies, saving you time and money.
Our portfolio solutions aim to achieve the desired outcomes and increase the probability of delivering the portfolio’s objective.