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Equity Trustees provides investment services to a range of private clients including business owners, families, and high net worth individuals.

Throughout our long history as a trustee company, we have worked closely with our private clients to understand their needs and help them achieve their financial goals.

Financial advice solutions

Financial advice can empower Australians to live their best life. Many of our financial advisors have served generations of the same family, and we are proud of the close relationships we build with our clients.

As Australia’s leading trustee company, with expertise across myriad financial services areas, we have a wealth of well-established teams and resources that we draw on to give you the best financial advice.

We tailor our financial advice to your individual circumstances, ensuring you can continue to enjoy your lifestyle while protecting your future.

Wealth creation and protection

A successful wealth management strategy creates wealth to build the value of your assets and protects wealth to safeguard the assets you already own.

Our specialist professionals consult with you to effectively manage factors such as tax, cashflow management, insurance and estate planning

Wealth protection with background

Bespoke solutions

We can help ease the burden of running your finances day-to-day through our portfolio manager services, freeing up your time and giving you confidence that your wealth is being managed responsibly.

We offer three levels of service (or you can choose a combination) of the following services to suit your needs.

Philanthropic advice

Equity Trustees is one of the largest supporters of philanthropic giving in Australia, overseeing more than $90 million of giving in 2021-22. 

Our expertise helps manage some of the country’s largest philanthropic funds as well as some of the smallest sub-funds through our Equity Trustees Charitable Foundation, ensuring they have maximum impact

We can help you leave a legacy that aligns with your values, making a difference for people, communities and causes over generations.
Read more about philanthropy in our annual Giving Review publication.