Welcome to Equity & Bond Associates

Equity & Bond Associates

"If you want to know your past, look at your present conditions.
If you want to know your future, look at your present actions.”

Equity & Bond Associates is a specialised Independent Offshore Financial Planning Consultancy offering high quality advice to Individuals and Businesses.

Offshore Financial Planning means: ‘Taking control of your finances and making your money work for you tax efficiently. Setting priorities, working towards your financial objective and finding the right and flexible financial product to meet your objective ’.

The purpose of the company is to provide services that improve our client’s financial condition. We do this by providing specialist advice on Traditional, Alternative and Life investment products ensuring diversification of ones assets to maximise returns.

It is of prime importance that we have no outside shareholders. This ensures complete independence, which in turn means unbiased advice to our valued clients. This gives us the flexibility and adaptability in the ever changing and fast moving financial world.

All consultants are experienced and qualified to provide financial advice. We also ensure that we have consultants who specialise in different aspects of financial planning, to provide our clients with professional, ethical and accurate advice.

The company has currently over 27 nationalities as clients of various occupations and they are currently situated in over 50 countries world-wide.

To extend our professionalism, we have good relationships with specialised companies that can provide services on International Mortgages, formation of Offshore Companies and Trusts, Wills/Testaments, Taxation and Administration of Corporate services for Employee and Provident benefit schemes.