Private Wealth Management

Portfolio Manager - Total Care Service

Total Care Service offers comprehensive asset management and related personal services. Totally flexible, it can assist with financial affairs as much, or as little as you require.

At the highest level of Total Care service, Equity Trustees manages your portfolio, making all investment decisions in accordance with your agreed guidelines. The total care service can also assist with all daily financial and personal needs.

Whatever level of assistance you need, Total Care can step up to meet it.

Service options

Making income payments
Bill and account payment (e.g. rates, insurance, registration, health insurance or any other invoice)
Processing of Medicare and health fund claims and entitlements
Preparation and lodging tax returns
Management of real estate property, including purchases, rental and insurance.
Assistance with accommodation, carers and other day-to-day matters
Will preparation and Estate Planning, where Equity Trustees is named as sole executor or as joint executor with a relative, friend, solicitor or accountant named as an alternative executor.

Other Portfolio Manager choices:

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