Private Wealth Management

Private Wealth Management Overview

Equity Trustees provides comprehensive financial services to grow and manage wealth, and protect it more effectively, whether you’re:

a new investor looking to secure your future
an experienced investor seeking to optimise your portfolio or minimise taxation
looking for estate planning advice, or
an executor, guardian or trustee seeking expert investment management services for an estate or trust.

Clarify your investment portfolio and achieve your financial goals faster with expert advice.

Manage investments easily with this simple, cost-effective and flexible service.

Make the right choice if you’re considering do-it-yourself superannuation.

Protect your wealth, and loved ones, with informed advice, and professional estate administration.

Maximise your pre and post retirement income advice with advice and administration services you can count on.

Trusts can be established when you are alive or by provisions in your Will. Income tax law currently favours trusts established in your Will.

Interested in what's been happening in the market? Click here to read more.

Null Div