Free guides

EQ's award-winning technical team have produced a range of investment and personal finance guides to help you make the most of your money.

Know your options at retirement

Are you on track for retirement? The purpose of this guide is to help you think through some of the options you need to consider as you think about this transition and find the best way to fund the retirement you want.

Investing tips for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time to worry about that now” are common. The irony is that the biggest risk lies in not investing at all.

10 Tips for Investing a Windfall

Coming into money isn’t something that happens often. Before you commit yourself to spending, investing, giving gifts or even giving up your job, here are some tips on how to make your windfall work for you in the long run.

The Guide to Hipster Money

EQ has co-sponsored 'The Guide to Hipster Money' - a great initiative to boost the financial health of young people today.

The Good Guide to Finances at 40

If you're around 40 years old and thinking about your financial future, then this guide is for you! We often find this is an age when people start thinking seriously about their retirement options, and may reach out to a financial adviser for the first time.

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need has never been greater: our children are facing a perfect storm of financial adversity.

Low Cost Portfolios

EQ's Low Cost Portfolios are built mainly from passively managed tracker funds and so offer the benefit of low charges and high confidence of replicating index returns.

10 Common Investing Mistakes

Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact on returns.