Portfolio Manager
Portfolio Manager is the wealth management service that combines Equity Trustees' vast investment experience with our commitment to independent and personalised advice.
Whether you are a first-time or a sophisticated investor, seeking complete assistance with your portfolio or simply seeking safe custody of your assets, Portfolio Manager has a level of service that will meet your needs.
Equity Trustees offers Portfolio Manager at three service levels –
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You make all the decisions concerning your portfolio while we provide easy, cost-effective administration and investment reporting. |
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This is an investment service with pro-active investment advice, but with all decision-making and implementation remaining in your control. |
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Comprehensive discretionary portfolio management service with investment decisions made on your behalf by Equity Trustees. This option can also provide assistance with your daily financial and personal needs. |
If you’re not sure which Portfolio Manager Service is right for you, our Service Comparison Table can help.
Our services
A dedicated Client Relationship Manager (‘CRM’) is a feature of all levels of our service. Your CRM is your primary contact for any assistance that you need with your portfolio.
The Advisory and Total Care levels of service incorporate Equity Trustees’ investment advisory service – provided by our dedicated team of in-house investment professionals. Once our investment team has established your portfolio, they will constantly monitor investment markets and recommend enhancements or changes that they believe will help you to achieve your financial goals.
Many Portfolio Manager clients also choose to utilise Equity Trustees’ expertise in other areas including personal superannuation, taxation, retirement planning, generational planning, wealth transfer, trusts, and philanthropy.
Why choose Equity Trustees to help you manage your wealth?
- Over 120 years of experience providing Australians with personal wealth advice;
- Independent investment advice tailored to suit your needs and goals;
- Focus on long-term investment, with after-tax, after-fee returns in mind;
- Specialisation in Australian equities;
- Transparent fee structure that is free of commissions.
Contact us
For more information or to make an appointment to speak in confidence about how Equity Trustees can help you to achieve your financial goals, please contact:
Ian Westley
Business Development Manager
Telephone: 03 8623 5237
Mobile: 0439 388 634
Email: iwestley@eqt.com.au |
For all general enquiries, please telephone 1300 555 511 (within Australia), 03 8623 5000 or click here for further contact details.