Here is a timeline of significant milestones in the history of EQ-FIN.
EQ-FIN was established in August 2001 by Mark and Tonya Venske, a couple driven by an entrepreneurial desire to grow and create a successful business.
Haefen and Eminence are amalgamated into EQ-FIN.
In July 2010 Integras is amalgamated into EQ-FIN, followed by Elliven in September 2010.
Mont Blanc is amalgamated into EQ-FIN in September 2011, followed by Pegasus in November.
EQ-FIN recognises that education is everything and opens The EQ-FIN Academy in January 2012 for financial professionals who want more out of life. In June 2012, 100 active financial advisors.
Liberty Group purchases 100% share of EQ-FIN. In June 2015, Matthew & Son is amalgamated into EQ-FIN.
220 active Liberty financial advisors exist in EQ-Fin.
Wealth Solutions Capital joins the EQ-Fin team.
EQ-Fin acquires EQ Wealth.
EQ-FIN is a company driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones.
Top of mind in the business are the key stakeholders - clients, financial advisors, staff, Liberty colleagues and our shareholder Liberty.
Liberty Group Limited is an Authorised Financial Services Provider (Licence No: 2409)
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