We help medical and healthcare business owners and professionals get money smart, grow their business and get the good life.

Getting excited about what your financial future and lifestyle could look like starts with clarifying where we’re at.

Learn More About Your Financial Situation by visiting our financial strengths score card

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The Tao of Wealth And Prosperity

Money allows us to realise our ambitions and live life on our own terms. While too little can make life a struggle, even a lot can be detrimental if it’s not invested wisely. If you want to be in the best position to achieve your financial goals, you need a trusted financial advisor.

This book is the trusted financial advisor in your pocket. It will help you put your finances into perspective and explains how to make your money work for you, so you can realise your goals and live life the way you want to. Read The Tao of Wealth and Prosperity to:
• Find out how to prioritise your expenditure and manage a budget to enjoy your current lifestyle
• Discover how to make prudent financial decisions by establishing financial and lifestyle goals
• Learn how to structure your personal insurances to protect your family, welfare and livelihood
• Understand the principles of investing, so that you can profit from periods of economic growth while protecting your investments during economic downturns
• Become aware of ways to minimise tax and grow your superannuation balance to make the most of retirement

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Who we are

Equanimity Financial Services is a privately owned practice that specialises in providing holistic financial advice to small business owners in the healthcare and medical professions on Sydney’s Northern Beaches. We’re here to listen,  learn and serve; talk to us about your current situation, struggles and aspirations. Every client is unique, we’re here to guide you through life’s invariable challenges, help achieve your goals and realise your ambitions.

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How We Help

Starting Out
Young professional and getting started
Sorting Out
Focused on delivering at work and kicking goals with the family
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Branching Out
Business owner and exploring your options
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Getting Out
Looking at retiring and sailing off in the sunset
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Discover Your ‘True North’
Every experience is better when it’s shared – Contact Alex to find your ‘True North’
Based in Manly and servicing clients Australia wide