Premier guidance, advice, tools and content giving you peace-of-mind
Your own financial expert from Equip
Financial decisions can be overwhelming. Our Certified Financial Planners provide expert, unbiased advice and guidance to help employees feel confident
Talk to a financial expert today
Bring back the much-needed human touch to personal finances
Our experts have helped thousands of employees make informed financial decisions, turning confusion into clarity
Fully certified with global standards, after having completed rigorous training
95% of employees say their advisor provided actionable insights in their first session
Periodic financial check-up
Most people have no clear picture of their financial situation. A check-up provides clarity and prevents costly mistakes. A dentist appointment, but for your finances!
Discover
Discover unknown unknowns and learn how you are doing
Full assesment
Get a 360° assessment of your financial situation, every topic is reviewed
Preventative
The dentist for your finances: do this twice a year and you avoid painful situations
Your financial check up
Expert answers to all your financial questions
Your employees might feel stuck with a financial question. Equip ensures they’re never alone in decision-making
Take a deep-dive on a financial question of topic you are struggling with.
Get an independent answer by somebody that really knows what they are talking about
Available anytime, easy to schedule in the platform
Quick questions shouldn’t go unanswered. Equip’s chat keeps support accessible, powered by real human experts—no bots.
Get expert answers quickly
A personal financial plan
Taking action is hard without clear steps. Our personalized action lists make financial progress achievable, one step at a time.
Gives clarity, drives action and therefore impact
Get an updated action list after every consultation with one of our financial experts
Get your personalized action plan
Financial education,
tailor-made for your situation
Financial literacy is a key barrier to financial confidence. Equip delivers personalized learning tailored to life stages.
Based on your situation, we recommend learning resources to get smarter with money
The source of truth about money matters
Short and action-packed, we strive for clarity and impact
Start learning today
Your financial situation, visualized
Making decisions is easier with the right visual tools. Equip’s resources simplify financial complexities. Visual calculators and scenario tools help employees make informed decisions.
See how you are doing
Independent financial guidance for your employees