Wealth Management

As well as protecting assets, trusts can offer valuable tax planning advantages.

If we're the trustee for your super fund, you'll be able to find your fund and documents related to our role as trustee with your fund in this section.

With more than 145 years of experience in delivering solid returns over the long term for our private clients, Equity Trustees’ portfolio manager services removes the administrative burden of looking after your investments

With us, your wealth is in good hands. Our expert Asset Management team draws on decades of experience, taking a prudent, disciplined and long-term approach to the management of our client portfolios to ensure they are safe while continuing to grow.

Our Financial Advice team is there to give our valued private clients full financial security and peace of mind.